A detailed history of One Wealth Capital Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 14,040 shares of USXF stock, worth $797,612. This represents 0.36% of its overall portfolio holdings.

Number of Shares
14,040
Previous 21,325 34.16%
Holding current value
$797,612
Previous $995 Million 23.92%
% of portfolio
0.36%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$41.54 - $53.93 $302,618 - $392,880
-7,285 Reduced 34.16%
14,040 $757 Million
Q1 2025

May 15, 2025

BUY
$46.38 - $52.65 $45,962 - $52,176
991 Added 4.87%
21,325 $995 Million
Q4 2024

Jan 07, 2025

BUY
$48.45 - $52.57 $985,182 - $1.07 Million
20,334 New
20,334 $1.01 Billion

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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