GRP
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Global Retirement Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Global Retirement Partners’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 		$96.7K Buy
+1,392
New +$90.1K ﹤0.01% 2098
2025
Q4 		$107K Sell
1,852
-724
-28% -$41.7K ﹤0.01% 1868
2025
Q3 		$148K Sell
2,576
-822
-24% -$45.9K ﹤0.01% 1330
2025
Q2 		$183K Buy
+3,398
New +$166K ﹤0.01% 1141
2024
Q4 		$104K Buy
2,089
+337
+19% +$17.1K ﹤0.01% 1251
2024
Q3 		$86K Buy
1,752
+1,040
+146% +$49.1K ﹤0.01% 1313
2024
Q2 		$33.2K Buy
+712
New +$31.8K ﹤0.01% 1743

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

Global Retirement Partners's USXF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 1,392 shares worth $96.7K. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USXF as recently as Q4 2025.

Global Retirement Partners first reported a position in USXF in Q2 2024 and has held it in 7 quarters since. The position peaked at $183K in Q2 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Global Retirement Partners held 1,392 shares of iShares ESG Advanced MSCI USA ETF worth $96.7K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2098 holding.
  • Global Retirement Partners first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's iShares ESG Advanced MSCI USA ETF position peaked at $183K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.