RCS Financial Planning
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RCS Financial Planning’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

RCS Financial Planning’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 		$587K Buy
8,622
+559
+7% +$37.9K 0.32% 54
2026
Q2 		$560K Sell
8,063
-774
-9% -$50.1K 0.27% 64
2026
Q1 		$488K Sell
8,837
-14
-0.2% -$810 0.25% 68
2025
Q4 		$510K Buy
8,851
+1,148
+15% +$66.1K 0.22% 65
2025
Q3 		$441K Buy
+7,703
New +$430K 0.2% 69

Other funds holding USXF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RCS Financial Planning's USXF Position: Q3 2026 in Review

RCS Financial Planning increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 6.9% in Q3 2026, buying an estimated $37.9K and bringing the position to 8,622 shares worth $587K. The position accounts for 0.32% of the portfolio, ranked #54.

RCS Financial Planning first reported a position in USXF in Q3 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • RCS Financial Planning held 8,622 shares of iShares ESG Advanced MSCI USA ETF worth $587K as of Q3 2026.
  • RCS Financial Planning bought 559 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $37.9K.
  • iShares ESG Advanced MSCI USA ETF made up 0.32% of RCS Financial Planning's portfolio in Q3 2026, its #54 holding.
  • RCS Financial Planning first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and has held it in 5 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.