Sterling Investment Counsel’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Sterling Investment Counsel’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	$223K	Buy	+3,206	New	+$207K	0.05%	186

Other funds holding USXF

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sterling Investment Counsel's USXF Position: Q2 2026 in Review

Sterling Investment Counsel opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,206 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #186 among its holdings.

133 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Sterling Investment Counsel held 3,206 shares of iShares ESG Advanced MSCI USA ETF worth $223K as of Q2 2026.
iShares ESG Advanced MSCI USA ETF was a new Sterling Investment Counsel position in Q2 2026.
iShares ESG Advanced MSCI USA ETF made up 0.05% of Sterling Investment Counsel's portfolio in Q2 2026, its #186 holding.
133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.