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One Capital Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

One Capital Management’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
Q1 		– Sell
-4,062
Closed -$234K – 556
2025
Q4 		$234K Sell
4,062
-978
-19% -$56.3K 0.01% 483
2025
Q3 		$289K Sell
5,040
-200
-4% -$11.2K 0.01% 425
2025
Q2 		$283K Hold
5,240
– – 0.01% 418
2025
Q1 		$245K Sell
5,240
-200
-4% -$9.93K 0.01% 369
2024
Q4 		$270K Buy
+5,440
New +$276K 0.01% 323

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mackenzie Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

One Capital Management's USXF Position: Q1 2026 in Review

One Capital Management sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 4,062 shares — an estimated $234K sold.

One Capital Management first reported a position in USXF in Q4 2024 and held it in 5 quarters. The position peaked at $289K in Q3 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • One Capital Management reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • One Capital Management sold 4,062 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $234K.
  • One Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and held it in 5 quarters.
  • One Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $289K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.