OneDigital Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

OneDigital Investment 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	$532K	Buy	7,656 +124	+2%	+$8.02K	﹤0.01%	1010
2026 Q1	$416K	Buy	7,532 +311	+4%	+$18K	﹤0.01%	1016
2025 Q4	$416K	Sell	7,221 -236	-3%	-$13.6K	﹤0.01%	1036
2025 Q3	$427K	Sell	7,457 -1,192	-14%	-$66.5K	﹤0.01%	1007
2025 Q2	$466K	Sell	8,649 -1,581	-15%	-$77.3K	0.01%	929
2025 Q1	$477K	Sell	10,230 -559	-5%	-$27.8K	0.01%	880
2024 Q4	$536K	Sell	10,789 -40	-0.4%	-$2.03K	0.01%	861
2024 Q3	$532K	Sell	10,829 -28,771	-73%	-$1.36M	0.01%	916
2024 Q2	$1.84M	Buy	+39,600	New	+$1.77M	0.02%	441

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

OneDigital Investment Advisors's USXF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 1.6% in Q2 2026, buying an estimated $8.02K and bringing the position to 7,656 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

OneDigital Investment Advisors first reported a position in USXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q2 2024. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

OneDigital Investment Advisors held 7,656 shares of iShares ESG Advanced MSCI USA ETF worth $532K as of Q2 2026.
OneDigital Investment Advisors bought 124 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $8.02K.
iShares ESG Advanced MSCI USA ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1010 holding.
OneDigital Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.84M in Q2 2024.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.