WealthGarden F.S.’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

WealthGarden F.S.’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	$619K	Buy	8,916 +114	+1%	+$7.38K	0.35%	83
2026 Q1	$486K	Buy	8,802 +49	+0.6%	+$2.83K	0.33%	91
2025 Q4	$515K	Sell	8,753 -266	-3%	-$15.3K	0.34%	87
2025 Q3	$519K	Sell	9,019 -2,447	-21%	-$137K	0.37%	83
2025 Q2	$635K	Sell	11,466 -3,465	-23%	-$169K	0.53%	59
2025 Q1	$697K	Buy	14,931 +748	+5%	+$37.1K	0.67%	54
2024 Q4	$705K	Buy	14,183 +2,693	+23%	+$137K	0.66%	53
2024 Q3	$564K	Buy	11,490 +253	+2%	+$11.9K	0.55%	61
2024 Q2	$523K	Buy	+11,237	New	+$502K	0.55%	63

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

WealthGarden F.S.'s USXF Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.3% in Q2 2026, buying an estimated $7.38K and bringing the position to 8,916 shares worth $619K. The position accounts for 0.35% of the portfolio, ranked #83.

WealthGarden F.S. first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $705K in Q4 2024. 133 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

WealthGarden F.S. held 8,916 shares of iShares ESG Advanced MSCI USA ETF worth $619K as of Q2 2026.
WealthGarden F.S. bought 114 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $7.38K.
iShares ESG Advanced MSCI USA ETF made up 0.35% of WealthGarden F.S.'s portfolio in Q2 2026, its #83 holding.
WealthGarden F.S. first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares ESG Advanced MSCI USA ETF position peaked at $705K in Q4 2024.
133 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.