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Kennebec Savings Bank’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Kennebec Savings Bank’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 		$18.1K Hold
260
– – 0.01% 219
2026
Q1 		$14.4K Buy
+260
New +$15K 0.01% 192

Other funds holding USXF

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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $459M AUM 37.25% 1-Year Est. Return

Kennebec Savings Bank's USXF Position: Q2 2026 in Review

Kennebec Savings Bank held its iShares ESG Advanced MSCI USA ETF (USXF) position steady in Q2 2026 at 260 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #219.

Kennebec Savings Bank first reported a position in USXF in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Kennebec Savings Bank held 260 shares of iShares ESG Advanced MSCI USA ETF worth $18.1K as of Q2 2026.
  • Kennebec Savings Bank left its iShares ESG Advanced MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.01% of Kennebec Savings Bank's portfolio in Q2 2026, its #219 holding.
  • Kennebec Savings Bank first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.