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

Tompkins Financial’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 		$6.07M Buy
89,203
+1,151
+1% +$78K 0.43% 48
2026
Q2 		$6.12M Buy
+88,052
New +$5.7M 0.43% 49

Other funds holding USXF

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 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
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Tompkins Financial's USXF Position: Q3 2026 in Review

Tompkins Financial increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.3% in Q3 2026, buying an estimated $78K and bringing the position to 89,203 shares worth $6.07M. The position accounts for 0.43% of the portfolio, ranked #48.

Tompkins Financial first reported a position in USXF in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.12M in Q2 2026. 37 funds tracked by Wall St. Rank hold USXF as of Q3 2026.

  • Tompkins Financial held 89,203 shares of iShares ESG Advanced MSCI USA ETF worth $6.07M as of Q3 2026.
  • Tompkins Financial bought 1,151 iShares ESG Advanced MSCI USA ETF shares in Q3 2026, an estimated $78K.
  • iShares ESG Advanced MSCI USA ETF made up 0.43% of Tompkins Financial's portfolio in Q3 2026, its #48 holding.
  • Tompkins Financial first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • Tompkins Financial's iShares ESG Advanced MSCI USA ETF position peaked at $6.12M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.