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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$757K	Sell	14,040 -7,285	-34%	-$393K	0.36%	47
2025 Q1	$995K	Buy	21,325 +991	+5%	+$46.3K	0.53%	36
2024 Q4	$1.01M	Buy	+20,334	New	+$1.01M	0.51%	35