JB Capital’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

JB Capital’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	$286K	Buy	4,197 +363	+9%	+$24.6K	0.01%	228
2026 Q2	$266K	Sell	3,834 -117	-3%	-$7.57K	0.01%	240
2026 Q1	$218K	Sell	3,951 -149	-4%	-$8.62K	0.01%	245
2025 Q4	$236K	Buy	4,100 +274	+7%	+$15.8K	0.01%	235
2025 Q3	$219K	Sell	3,826 -1,150	-23%	-$64.2K	0.01%	242
2025 Q2	$268K	Sell	4,976 -1,727	-26%	-$84.4K	0.01%	208
2025 Q1	$313K	Sell	6,703 -187	-3%	-$9.29K	0.02%	181
2024 Q4	$343K	Buy	6,890 +2,079	+43%	+$106K	0.02%	173
2024 Q3	$236K	Buy	4,811 +30	+0.6%	+$1.42K	0.01%	199
2024 Q2	$223K	Sell	4,781 -221	-4%	-$9.9K	0.01%	212
2024 Q1	$226K	Buy	+5,002	New	+$212K	0.02%	208

Other funds holding USXF

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

JB Capital's USXF Position: Q3 2026 in Review

JB Capital increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 9.5% in Q3 2026, buying an estimated $24.6K and bringing the position to 4,197 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #228.

JB Capital first reported a position in USXF in Q1 2024 and has held it in 11 quarters since. The position peaked at $343K in Q4 2024. 66 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

JB Capital held 4,197 shares of iShares ESG Advanced MSCI USA ETF worth $286K as of Q3 2026.
JB Capital bought 363 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $24.6K.
iShares ESG Advanced MSCI USA ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #228 holding.
JB Capital first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
JB Capital's iShares ESG Advanced MSCI USA ETF position peaked at $343K in Q4 2024.
66 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.