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Golden State Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Golden State Wealth Management’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 		$32.6K Hold
469
– – ﹤0.01% 832
2026
Q1 		$25.9K Hold
469
– – ﹤0.01% 854
2025
Q4 		$27K Hold
469
– – ﹤0.01% 849
2025
Q3 		$26.9K Hold
469
– – ﹤0.01% 841
2025
Q2 		$25.3K Sell
469
-5,442
-92% -$266K ﹤0.01% 822
2025
Q1 		$276K Buy
5,911
+1,606
+37% +$79.8K 0.04% 300
2024
Q4 		$214K Buy
+4,305
New +$219K 0.03% 310

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

Golden State Wealth Management's USXF Position: Q2 2026 in Review

Golden State Wealth Management held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 469 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Golden State Wealth Management first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Golden State Wealth Management held 469 shares of iShares ESG Advanced MSCI USA ETF worth $32.6K as of Q2 2026.
  • Golden State Wealth Management left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #832 holding.
  • Golden State Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's iShares ESG Advanced MSCI USA ETF position peaked at $276K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.