United Capital Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,730	Closed	-$271K	–	1115
2024 Q1	$271K	Buy	+6,730	New	+$271K	﹤0.01%	912