MGO One Seven’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

MGO One Seven’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	$1.26M	Sell	18,150 -211	-1%	-$13.7K	0.02%	652
2026 Q1	$1.01M	Buy	18,361 +346	+2%	+$20K	0.02%	653
2025 Q4	$1.04M	Sell	18,015 -663	-4%	-$38.1K	0.02%	634
2025 Q3	$1.07M	Sell	18,678 -6,202	-25%	-$346K	0.02%	564
2025 Q2	$1.34M	Sell	24,880 -5,535	-18%	-$270K	0.04%	433
2025 Q1	$1.42M	Sell	30,415 -802	-3%	-$39.8K	0.06%	351
2024 Q4	$1.55M	Buy	31,217 +4,160	+15%	+$211K	0.06%	327
2024 Q3	$1.33M	Buy	27,057 +1,520	+6%	+$71.7K	0.06%	337
2024 Q2	$1.19M	Sell	25,537 -369	-1%	-$16.5K	0.06%	339
2024 Q1	$1.17M	Buy	25,906 +1,103	+4%	+$46.8K	0.06%	306
2023 Q4	$988K	Buy	+24,803	New	+$907K	0.06%	331
2023 Q2	–	Sell	-23,681	Closed	-$783K	–	908
2023 Q1	$783K	Buy	+23,681	New	+$763K	0.05%	347

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MGO One Seven's USXF Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.1% in Q2 2026, selling an estimated $13.7K and leaving 18,150 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #652.

MGO One Seven first reported a position in USXF in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

MGO One Seven held 18,150 shares of iShares ESG Advanced MSCI USA ETF worth $1.26M as of Q2 2026.
MGO One Seven sold 211 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $13.7K.
iShares ESG Advanced MSCI USA ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #652 holding.
MGO One Seven first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 12 quarters since.
MGO One Seven's iShares ESG Advanced MSCI USA ETF position peaked at $1.55M in Q4 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.