CFGS
IWTR

Concourse Financial Group Securities’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History

Concourse Financial Group Securities’s Portfolio IWTR Stock Details IWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-180
Closed -$5.46K – 1087
2024
Q4 		$5.46K Hold
180
– – ﹤0.01% 1862
2024
Q3 		$5.77K Hold
180
– – ﹤0.01% 1832
2024
Q2 		$5.5K Hold
180
– – ﹤0.01% 1849
2024
Q1 		$5.55K Hold
180
– – ﹤0.01% 1855
2023
Q4 		$5.19K Hold
180
– – ﹤0.01% 1836
2023
Q3 		$4.74K Hold
180
– – ﹤0.01% 1833
2023
Q2 		$5.18K Buy
+180
New +$5.12K ﹤0.01% 1823

Other funds holding IWTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's IWTR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares MSCI Water Management Multisector ETF (IWTR) in Q1 2025, closing a stake of 180 shares — an estimated $5.46K sold.

Concourse Financial Group Securities first reported a position in IWTR in Q2 2023 and held it in 7 quarters. The position peaked at $5.77K in Q3 2024. 7 funds tracked by Wall St. Rank hold IWTR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares MSCI Water Management Multisector ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 180 iShares MSCI Water Management Multisector ETF shares in Q1 2025, an estimated $5.46K.
  • Concourse Financial Group Securities first reported a position in iShares MSCI Water Management Multisector ETF in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's iShares MSCI Water Management Multisector ETF position peaked at $5.77K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held iShares MSCI Water Management Multisector ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.