ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 38,537 Value ($000) $2,219 Avg Close — Range —
Q3 2025
Shares 39,998 Value ($000) $2,292 Avg Close — Range —
Q2 2025
Shares 45,315 Value ($000) $2,444 Avg Close — Range —
Q1 2025
Shares 60,585 Value ($000) $2,828 Avg Close — Range —
Q4 2024
Shares 58,757 Value ($000) $2,921 Avg Close — Range —
Q3 2024
Shares 50,579 Value ($000) $2,482 Avg Close — Range —
Q2 2024
Shares 48,870 Value ($000) $2,276 Avg Close — Range —
Q1 2024
Shares 47,201 Value ($000) $2,131 Avg Close — Range —
Q4 2023
Shares 47,777 Value ($000) $1,902 Avg Close — Range —
Q3 2023
Shares 42,783 Value ($000) $1,483 Avg Close — Range —
Q2 2023
Shares 38,731 Value ($000) $1,392 Avg Close — Range —
Q1 2023
Shares 36,259 Value ($000) $1,199 Avg Close — Range —
Q4 2022
Shares 29,747 Value ($000) $912 Avg Close — Range —
Q3 2022
Shares 21,810 Value ($000) $611 Avg Close — Range —
Q2 2022
Shares 22,032 Value ($000) $658 Avg Close — Range —
Q1 2022
Shares 26,402 Value ($000) $942 Avg Close — Range —
Q4 2021
Shares 11,001 Value ($000) $434 Avg Close — Range —
Q3 2021
Shares 11,086 Value ($000) $400 Avg Close — Range —
Q2 2021
Shares 6,559 Value ($000) $238 Avg Close — Range —
Q1 2021
Shares 7,212 Value ($000) $239,198 Avg Close — Range —
Q4 2020
Shares 1,990 Value ($000) $62 Avg Close — Range —