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USXF icon

GenWealth Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

GenWealth Group’s Portfolio USXF Stock Details USXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25M Sell
61,136
-3,839
-6% -$248K 0.66% 24
2026
Q1 		$3.59M Buy
64,975
+1,411
+2% +$81.6K 0.61% 22
2025
Q4 		$3.76M Sell
63,564
-590
-0.9% -$33.9K 0.64% 27
2025
Q3 		$3.68M Buy
64,154
+940
+1% +$52.4K 0.68% 25
2025
Q2 		$3.41M Buy
63,214
+1,088
+2% +$53.2K 0.69% 25
2025
Q1 		$2.9M Sell
62,126
-311
-0.5% -$15.4K 0.64% 24
2024
Q4 		$3.1M Sell
62,437
-2,196
-3% -$112K 0.71% 27
2024
Q3 		$3.17M Sell
64,633
-3,330
-5% -$157K 0.73% 27
2024
Q2 		$3.17M Sell
67,963
-470
-0.7% -$21K 0.78% 27
2024
Q1 		$3.09M Sell
68,433
-3,022
-4% -$128K 0.78% 25
2023
Q4 		$2.85M Sell
71,455
-3,295
-4% -$120K 0.79% 25
2023
Q3 		$2.59M Sell
74,750
-1,910
-2% -$69.1K 0.79% 26
2023
Q2 		$2.76M Buy
76,660
+463
+0.6% +$15.6K 0.79% 25
2023
Q1 		$2.52M Sell
76,197
-382
-0.5% -$12.3K 0.77% 25
2022
Q4 		$2.35M Buy
76,579
+19,680
+35% +$596K 0.77% 25
2022
Q3 		$1.59M Buy
56,899
+9,507
+20% +$297K 0.54% 24
2022
Q2 		$1.42M Buy
47,392
+5,926
+14% +$191K 0.45% 25
2022
Q1 		$1.48M Buy
41,466
+20,277
+96% +$724K 0.41% 32
2021
Q4 		$835K Buy
21,189
+7,403
+54% +$284K 0.23% 36
2021
Q3 		$498K Buy
+13,786
New +$513K 0.15% 43

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GenWealth Group's USXF Position: Q2 2026 in Review

GenWealth Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 5.9% in Q2 2026, selling an estimated $248K and leaving 61,136 shares worth $4.25M. The position accounts for 0.66% of the portfolio, ranked #24.

GenWealth Group first reported a position in USXF in Q3 2021 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • GenWealth Group held 61,136 shares of iShares ESG Advanced MSCI USA ETF worth $4.25M as of Q2 2026.
  • GenWealth Group sold 3,839 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $248K.
  • iShares ESG Advanced MSCI USA ETF made up 0.66% of GenWealth Group's portfolio in Q2 2026, its #24 holding.
  • GenWealth Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.