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Goldstein Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Goldstein Advisors’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 		$308K Sell
4,437
-681
-13% -$44.1K 0.03% 184
2026
Q1 		$283K Sell
5,118
-63
-1% -$3.65K 0.03% 160
2025
Q4 		$298K Sell
5,181
-17
-0.3% -$978 0.03% 147
2025
Q3 		$298K Sell
5,198
-102
-2% -$5.69K 0.04% 144
2025
Q2 		$286K Sell
5,300
-8
-0.2% -$391 0.04% 139
2025
Q1 		$248K Sell
5,308
-78
-1% -$3.87K 0.04% 158
2024
Q4 		$268K Sell
5,386
-295
-5% -$15K 0.04% 149
2024
Q3 		$279K Sell
5,681
-277
-5% -$13.1K 0.04% 137
2024
Q2 		$278K Sell
5,958
-76
-1% -$3.4K 0.05% 123
2024
Q1 		$272K Sell
6,034
-39
-0.6% -$1.66K 0.05% 123
2023
Q4 		$242K Sell
6,073
-595
-9% -$21.8K 0.04% 159
2023
Q3 		$231K Sell
6,668
-32
-0.5% -$1.16K 0.05% 122
2023
Q2 		$241K Buy
6,700
+349
+5% +$11.8K 0.05% 127
2023
Q1 		$210K Buy
+6,351
New +$205K 0.05% 132

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

Goldstein Advisors's USXF Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 13% in Q2 2026, selling an estimated $44.1K and leaving 4,437 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #184.

Goldstein Advisors first reported a position in USXF in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Goldstein Advisors held 4,437 shares of iShares ESG Advanced MSCI USA ETF worth $308K as of Q2 2026.
  • Goldstein Advisors sold 681 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $44.1K.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #184 holding.
  • Goldstein Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.