UFA
US Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.34M | Buy |
31,236
+1,359
| +5% | +$58.1K | 0.4% | 38 |
|
|
2024
Q4 | $1.35M | Sell |
29,877
-380
| -1% | -$17.2K | 0.42% | 35 |
|
|
2024
Q3 | $1.34M | Sell |
30,257
-6,279
| -17% | -$278K | 0.42% | 37 |
|
|
2024
Q2 | $1.54M | Sell |
36,536
-3,158
| -8% | -$133K | 0.52% | 35 |
|
|
2024
Q1 | $1.6M | Buy |
39,694
+250
| +0.6% | +$10.1K | 0.55% | 33 |
|
|
2023
Q4 | $1.44M | Buy |
39,444
+3,012
| +8% | +$110K | 0.53% | 33 |
|
|
2023
Q3 | $1.18M | Buy |
36,432
+2,469
| +7% | +$80.1K | 0.49% | 35 |
|
|
2023
Q2 | $1.15M | Sell |
33,963
-3,314
| -9% | -$112K | 0.49% | 30 |
|
|
2023
Q1 | $1.15M | Buy |
37,277
+2,528
| +7% | +$78.1K | 0.51% | 31 |
|
|
2022
Q4 | $988K | Buy |
+34,749
| New | +$988K | 0.5% | 31 |
|