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One Wealth Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

One Wealth Advisors’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 		$4.97M Sell
71,552
-641
-0.9% -$41.5K 0.55% 43
2026
Q1 		$3.99M Sell
72,193
-2,360
-3% -$137K 0.5% 47
2025
Q4 		$4.29M Sell
74,553
-4,417
-6% -$254K 0.52% 44
2025
Q3 		$4.53M Sell
78,970
-16,826
-18% -$939K 0.57% 40
2025
Q2 		$5.17M Sell
95,796
-24,401
-20% -$1.19M 0.72% 34
2025
Q1 		$5.61M Sell
120,197
-15
-0% -$745 0.84% 29
2024
Q4 		$5.98M Buy
120,212
+8,111
+7% +$412K 0.89% 28
2024
Q3 		$5.5M Sell
112,101
-1,239
-1% -$58.5K 0.84% 31
2024
Q2 		$5.1M Sell
113,340
-3,403
-3% -$152K 1.09% 22
2024
Q1 		$5.27M Buy
116,743
+6,184
+6% +$263K 0.92% 29
2023
Q4 		$4.4M Sell
110,559
-2,148
-2% -$78.6K 0.85% 30
2023
Q3 		$3.91M Sell
112,707
-7,699
-6% -$278K 0.87% 30
2023
Q2 		$4.33M Buy
120,406
+2,408
+2% +$81.3K 0.91% 26
2023
Q1 		$3.9M Sell
117,998
-1,635
-1% -$52.7K 0.9% 27
2022
Q4 		$3.67M Sell
119,633
-23,688
-17% -$717K 0.84% 28
2022
Q3 		$4.02M Sell
143,321
-22,250
-13% -$696K 1.31% 18
2022
Q2 		$4.95M Sell
165,571
-277
-0.2% -$8.93K 1.32% 21
2022
Q1 		$5.92M Buy
165,848
+27,768
+20% +$991K 1.45% 19
2021
Q4 		$5.45M Buy
138,080
+10,228
+8% +$393K 1.38% 20
2021
Q3 		$4.62M Buy
127,852
+51,422
+67% +$1.91M 1.35% 18
2021
Q2 		$2.77M Buy
76,430
+20,507
+37% +$718K 0.88% 22
2021
Q1 		$1.85M Buy
+55,923
New +$1.81M 0.71% 22

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

One Wealth Advisors's USXF Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.89% in Q2 2026, selling an estimated $41.5K and leaving 71,552 shares worth $4.97M. The position accounts for 0.55% of the portfolio, ranked #43.

One Wealth Advisors first reported a position in USXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.98M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • One Wealth Advisors held 71,552 shares of iShares ESG Advanced MSCI USA ETF worth $4.97M as of Q2 2026.
  • One Wealth Advisors sold 641 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $41.5K.
  • iShares ESG Advanced MSCI USA ETF made up 0.55% of One Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • One Wealth Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • One Wealth Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $5.98M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.