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

One Wealth 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 Q2	$724K	Buy	10,423 +449	+5%	+$29.1K	0.2%	72
2026 Q1	$625K	Buy	9,974 +199	+2%	+$11.5K	0.27%	46
2025 Q4	$563K	Sell	9,775 -938	-9%	-$54K	0.24%	57
2025 Q3	$614K	Sell	10,713 -3,327	-24%	-$186K	0.28%	51
2025 Q2	$757K	Sell	14,040 -7,285	-34%	-$356K	0.36%	47
2025 Q1	$995K	Buy	21,325 +991	+5%	+$49.2K	0.53%	36
2024 Q4	$1.01M	Buy	+20,334	New	+$1.03M	0.51%	35

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

One Wealth Capital Management's USXF Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 10,423 shares worth $724K. The position accounts for 0.2% of the portfolio, ranked #72.

One Wealth Capital Management first reported a position in USXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

One Wealth Capital Management held 10,423 shares of iShares ESG Advanced MSCI USA ETF worth $724K as of Q2 2026.
One Wealth Capital Management bought 449 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $29.1K.
iShares ESG Advanced MSCI USA ETF made up 0.2% of One Wealth Capital Management's portfolio in Q2 2026, its #72 holding.
One Wealth Capital Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's iShares ESG Advanced MSCI USA ETF position peaked at $1.01M 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 Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.