ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,375 Value ($000) $2,382 Avg Close — Range —
Q3 2025
Shares 38,951 Value ($000) $2,232 Avg Close — Range —
Q2 2025
Shares 57,732 Value ($000) $3,113 Avg Close — Range —
Q1 2025
Shares 82,616 Value ($000) $3,856 Avg Close — Range —
Q4 2024
Shares 88,752 Value ($000) $4,413 Avg Close — Range —
Q3 2024
Shares 78,836 Value ($000) $3,869 Avg Close — Range —
Q2 2024
Shares 79,833 Value ($000) $3,719 Avg Close — Range —
Q1 2024
Shares 70,525 Value ($000) $3,184 Avg Close — Range —
Q4 2023
Shares 72,281 Value ($000) $2,878 Avg Close — Range —
Q2 2022
Shares 7,588 Value ($000) $227 Avg Close — Range —
Q1 2022
Shares 6,649 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 7,466 Value ($000) $294 Avg Close — Range —