Concentric Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$232K	Buy	4,731 +13	+0.3%	+$638	0.06%	129
2024 Q2	$220K	Buy	4,718 +9	+0.2%	+$419	0.06%	131
2024 Q1	$213K	Buy	+4,709	New	+$213K	0.06%	132