United Capital Financial Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
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|
2025
Q1 | $3.86M | Sell |
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|
2024
Q4 | $4.41M | Buy |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $3.72M | Buy |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $294K | Buy |
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