United Capital Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
46,291
-3,370
| -7% | -$132K | 0.01% | 460 |
|
|
2025
Q1 | $1.74M | Sell |
49,661
-4,865
| -9% | -$170K | 0.01% | 451 |
|
|
2024
Q4 | $1.82M | Sell |
54,526
-1,055
| -2% | -$35.2K | 0.02% | 436 |
|
|
2024
Q3 | $2.02M | Sell |
55,581
-2,763
| -5% | -$101K | 0.02% | 411 |
|
|
2024
Q2 | $1.96M | Buy |
58,344
+14,681
| +34% | +$492K | 0.02% | 408 |
|
|
2024
Q1 | $1.41M | Sell |
43,663
-10,660
| -20% | -$344K | 0.01% | 491 |
|
|
2023
Q4 | $1.74M | Sell |
54,323
-16,232
| -23% | -$520K | 0.01% | 443 |
|
|
2023
Q3 | $2.14M | Buy |
70,555
+1,888
| +3% | +$57.2K | 0.01% | 414 |
|
|
2023
Q2 | $2.17M | Sell |
68,667
-1,563
| -2% | -$49.4K | 0.01% | 433 |
|
|
2023
Q1 | $2.21M | Sell |
70,230
-162
| -0.2% | -$5.1K | 0.01% | 433 |
|
|
2022
Q4 | $2.12M | Sell |
70,392
-8,221
| -10% | -$247K | 0.01% | 468 |
|
|
2022
Q3 | $2.18M | Sell |
78,613
-8,367
| -10% | -$231K | 0.01% | 457 |
|
|
2022
Q2 | $2.81M | Buy |
86,980
+5,153
| +6% | +$166K | 0.02% | 432 |
|
|
2022
Q1 | $3.01M | Buy |
81,827
+3,813
| +5% | +$140K | 0.01% | 445 |
|
|
2021
Q4 | $3.1M | Buy |
78,014
+2,691
| +4% | +$107K | 0.01% | 455 |
|
|
2021
Q3 | $3.12M | Buy |
75,323
+5,197
| +7% | +$215K | 0.02% | 451 |
|
|
2021
Q2 | $3.17M | Buy |
70,126
+63,460
| +952% | +$2.87M | 0.02% | 454 |
|
|
2021
Q1 | $289K | Sell |
6,666
-5,204
| -44% | -$226K | ﹤0.01% | 991 |
|
|
2020
Q4 | $498K | Buy |
11,870
+5,331
| +82% | +$224K | ﹤0.01% | 847 |
|
|
2020
Q3 | $233K | Buy |
+6,539
| New | +$233K | ﹤0.01% | 1028 |
|