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Godfrey Financial Associates’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Godfrey Financial Associates’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 		$287K Buy
+4,134
New +$267K 0.22% 61
2026
Q1 		– Sell
-4,235
Closed -$244K – 1140
2025
Q4 		$244K Buy
+4,235
New +$244K 0.21% 66

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

Godfrey Financial Associates's USXF Position: Q2 2026 in Review

Godfrey Financial Associates opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 4,134 shares worth $287K. The stake represents 0.22% of the portfolio and ranks #61 among its holdings. This is a return to the name: Godfrey Financial Associates previously reported a position in USXF as recently as Q4 2025.

Godfrey Financial Associates first reported a position in USXF in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Godfrey Financial Associates held 4,134 shares of iShares ESG Advanced MSCI USA ETF worth $287K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Godfrey Financial Associates position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.22% of Godfrey Financial Associates's portfolio in Q2 2026, its #61 holding.
  • Godfrey Financial Associates first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.