Shotwell Rutter Baer’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Shotwell Rutter Baer’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	$1.34M	Sell	19,705 -238	-1%	-$16.1K	0.75%	19
2026 Q2	$1.39M	Sell	19,943 -826	-4%	-$53.4K	0.76%	18
2026 Q1	$1.15M	Buy	20,769 +299	+1%	+$17.3K	0.67%	19
2025 Q4	$1.2M	Sell	20,470 -140	-0.7%	-$8.06K	0.72%	19
2025 Q3	$1.2M	Buy	20,610 +1,355	+7%	+$75.6K	0.77%	19
2025 Q2	$1.05M	Sell	19,255 -21	-0.1%	-$1.03K	0.71%	18
2025 Q1	$810K	Buy	19,276 +1,095	+6%	+$54.4K	0.71%	18
2024 Q4	$897K	Sell	18,181 -1,825	-9%	-$92.7K	0.76%	17
2024 Q3	$983K	Buy	20,006 +1,110	+6%	+$52.4K	0.81%	18
2024 Q2	$896K	Buy	+18,896	New	+$844K	0.79%	17
2024 Q1	–	Sell	-20,729	Closed	-$829K	–	28
2023 Q4	$829K	Buy	+20,729	New	+$758K	0.79%	19

Other funds holding USXF

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

HFA

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

CFS

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

AIM

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

EFN

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

Shotwell Rutter Baer's USXF Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.2% in Q3 2026, selling an estimated $16.1K and leaving 19,705 shares worth $1.34M. The position accounts for 0.75% of the portfolio, ranked #19.

Shotwell Rutter Baer first reported a position in USXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q2 2026. 55 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

Shotwell Rutter Baer held 19,705 shares of iShares ESG Advanced MSCI USA ETF worth $1.34M as of Q3 2026.
Shotwell Rutter Baer sold 238 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $16.1K.
iShares ESG Advanced MSCI USA ETF made up 0.75% of Shotwell Rutter Baer's portfolio in Q3 2026, its #19 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Shotwell Rutter Baer's iShares ESG Advanced MSCI USA ETF position peaked at $1.39M in Q2 2026.
55 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.