UCFA
KLDW

United Capital Financial Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

United Capital Financial Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
2018
Q2 		$289K Sell
2018
Q1 		$423K Sell
2017
Q4 		$437K Buy