Gould Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Gould Asset 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	$2.94M	Sell	42,360 -195	-0.5%	-$12.6K	0.46%	28
2026 Q1	$2.35M	Buy	42,555 +1,580	+4%	+$91.4K	0.41%	32
2025 Q4	$2.36M	Sell	40,975 -1,750	-4%	-$101K	0.42%	31
2025 Q3	$2.45M	Hold	42,725	–	–	0.45%	27
2025 Q2	$2.3M	Hold	42,725	–	–	0.45%	29
2025 Q1	$1.99M	Hold	42,725	–	–	0.41%	34
2024 Q4	$2.12M	Hold	42,725	–	–	0.45%	31
2024 Q3	$2.1M	Hold	42,725	–	–	0.45%	30
2024 Q2	$1.99M	Hold	42,725	–	–	0.46%	30
2024 Q1	$1.93M	Buy	42,725 +9,600	+29%	+$408K	0.47%	32
2023 Q4	$1.32M	Buy	33,125 +9,125	+38%	+$334K	0.34%	36
2023 Q3	$832K	Hold	24,000	–	–	0.23%	49
2023 Q2	$863K	Hold	24,000	–	–	0.24%	45
2023 Q1	$794K	Hold	24,000	–	–	0.23%	50
2022 Q4	$736K	Buy	24,000 +16,025	+201%	+$485K	0.22%	56
2022 Q3	$223K	Buy	+7,975	New	+$249K	0.08%	115

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gould Asset Management's USXF Position: Q2 2026 in Review

Gould Asset Management reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.46% in Q2 2026, selling an estimated $12.6K and leaving 42,360 shares worth $2.94M. The position accounts for 0.46% of the portfolio, ranked #28.

Gould Asset Management first reported a position in USXF in Q3 2022 and has held it in 16 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Gould Asset Management held 42,360 shares of iShares ESG Advanced MSCI USA ETF worth $2.94M as of Q2 2026.
Gould Asset Management sold 195 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $12.6K.
iShares ESG Advanced MSCI USA ETF made up 0.46% of Gould Asset Management's portfolio in Q2 2026, its #28 holding.
Gould Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.