Concourse Financial Group Securities’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $79.4K | Buy |
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|
2023
Q2 | $59.2K | Buy |
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|
2023
Q1 | $34.2K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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