Litman Gregory Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$23.4K	Buy	+407	New	+$23.4K	﹤0.01%	264

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

Litman Gregory Wealth Management's USXF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q4 2025: 407 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

280 funds tracked by Wall St. Rank hold USXF as of Q4 2025.

Litman Gregory Wealth Management held 407 shares of iShares ESG Advanced MSCI USA ETF worth $23.4K as of Q4 2025.
iShares ESG Advanced MSCI USA ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #264 holding.
280 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.