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One Wealth Management Investment & Advisory Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-15,544
Closed -$724K – 128
2024
Q2 		$724K Sell
15,544
-818
-5% -$36.5K 0.29% 55
2024
Q1 		$739K Buy
16,362
+171
+1% +$7.26K 0.3% 53
2023
Q4 		$645K Buy
+16,191
New +$592K 0.29% 57

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SWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's USXF Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q3 2024, closing a stake of 15,544 shares — an estimated $724K sold.

One Wealth Management Investment & Advisory Services first reported a position in USXF in Q4 2023 and held it in 3 quarters. The position peaked at $739K in Q1 2024. 231 funds tracked by Wall St. Rank hold USXF as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 15,544 iShares ESG Advanced MSCI USA ETF shares in Q3 2024, an estimated $724K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares ESG Advanced MSCI USA ETF position peaked at $739K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.