United Capital Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
57,732
-24,884
| -30% | -$1.34M | 0.03% | 351 |
|
|
2025
Q1 | $3.86M | Sell |
82,616
-6,136
| -7% | -$286K | 0.03% | 306 |
|
|
2024
Q4 | $4.41M | Buy |
88,752
+9,916
| +13% | +$493K | 0.04% | 275 |
|
|
2024
Q3 | $3.87M | Sell |
78,836
-997
| -1% | -$48.9K | 0.03% | 305 |
|
|
2024
Q2 | $3.72M | Buy |
79,833
+9,308
| +13% | +$434K | 0.03% | 306 |
|
|
2024
Q1 | $3.18M | Sell |
70,525
-1,756
| -2% | -$79.3K | 0.03% | 345 |
|
|
2023
Q4 | $2.88M | Buy |
+72,281
| New | +$2.88M | 0.02% | 355 |
|
|
2022
Q3 | – | Sell |
-7,588
| Closed | -$227K | – | 1154 |
|
|
2022
Q2 | $227K | Buy |
7,588
+939
| +14% | +$28.1K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $237K | Sell |
6,649
-817
| -11% | -$29.1K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $294K | Buy |
+7,466
| New | +$294K | ﹤0.01% | 1030 |
|