GPS Wealth Strategies Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-1,767	Closed	-$101K	–	1520
2025 Q3	$101K	Sell	1,767 -89	-5%	-$4.96K	0.01%	489
2025 Q2	$100K	Sell	1,856 -23	-1%	-$1.12K	0.01%	464
2025 Q1	$87.7K	Buy	1,879 +1	+0.1%	+$50	0.01%	488
2024 Q4	$93.4K	Buy	1,878 +2	+0.1%	+$102	0.01%	451
2024 Q3	$92.1K	Buy	1,876 +2	+0.1%	+$94	0.01%	452
2024 Q2	$87.3K	Buy	1,874 +761	+68%	+$34K	0.01%	417
2024 Q1	$50.3K	Hold	1,113	–	–	0.01%	510
2023 Q4	$44.3K	Hold	1,113	–	–	0.01%	516
2023 Q3	$38.6K	Hold	1,113	–	–	0.01%	535
2023 Q2	$40K	Hold	1,113	–	–	0.01%	539
2023 Q1	$36.8K	Buy	+1,113	New	+$35.9K	0.01%	542

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

GPS Wealth Strategies Group's USXF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025, closing a stake of 1,767 shares — an estimated $101K sold.

GPS Wealth Strategies Group first reported a position in USXF in Q1 2023 and held it in 11 quarters. The position peaked at $101K in Q3 2025. 280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,767 iShares ESG Advanced MSCI USA ETF shares in Q4 2025, an estimated $101K.
GPS Wealth Strategies Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Advanced MSCI USA ETF position peaked at $101K in Q3 2025.
280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.