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

Insight Wealth Strategies’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
Q3 		$212K Buy
3,118
+4
+0.1% +$271 0.02% 187
2026
Q2 		$213K Buy
+3,114
New +$201K 0.02% 178
2026
Q1 		– Sell
-3,668
Closed -$211K – 186
2025
Q4 		$211K Sell
3,668
-9
-0.2% -$518 0.02% 167
2025
Q3 		$211K Sell
3,677
-155
-4% -$8.65K 0.02% 168
2025
Q2 		$206K Buy
+3,832
New +$187K 0.03% 168

Other funds holding USXF

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Insight Wealth Strategies's USXF Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.13% in Q3 2026, buying an estimated $271 and bringing the position to 3,118 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #187.

Insight Wealth Strategies first reported a position in USXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $213K in Q2 2026. 12 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Insight Wealth Strategies held 3,118 shares of iShares ESG Advanced MSCI USA ETF worth $212K as of Q3 2026.
  • Insight Wealth Strategies bought 4 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $271.
  • iShares ESG Advanced MSCI USA ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #187 holding.
  • Insight Wealth Strategies first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's iShares ESG Advanced MSCI USA ETF position peaked at $213K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.