The Wealth Group
USXF icon

The Wealth Group’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

The Wealth Group’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 		$245K Sell
3,545
-19
-0.5% -$1.29K 0.05% 79
2026
Q2 		$248K Buy
+3,564
New +$231K 0.05% 79
2026
Q1 		– Sell
-3,569
Closed -$206K – 95
2025
Q4 		$206K Hold
3,569
– – 0.05% 80
2025
Q3 		$205K Buy
+3,569
New +$199K 0.05% 81

Other funds holding USXF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Zenith Solutions
Zenith Solutions Philadelphia, Pennsylvania $112M AUM
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

The Wealth Group's USXF Position: Q3 2026 in Review

The Wealth Group reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.53% in Q3 2026, selling an estimated $1.29K and leaving 3,545 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #79.

The Wealth Group first reported a position in USXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 72 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • The Wealth Group held 3,545 shares of iShares ESG Advanced MSCI USA ETF worth $245K as of Q3 2026.
  • The Wealth Group sold 19 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $1.29K.
  • iShares ESG Advanced MSCI USA ETF made up 0.05% of The Wealth Group's portfolio in Q3 2026, its #79 holding.
  • The Wealth Group first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • The Wealth Group's iShares ESG Advanced MSCI USA ETF position peaked at $248K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.