Financial Counselors Inc’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 | – | Sell |
-10,294
| Closed | -$479K | – | 597 |
|
|
2024
Q2 | $479K | Sell |
10,294
-1,158
| -10% | -$53.9K | 0.01% | 413 |
|
|
2024
Q1 | $517K | Sell |
11,452
-24
| -0.2% | -$1.08K | 0.01% | 404 |
|
|
2023
Q4 | $457K | Buy |
11,476
+2,152
| +23% | +$85.7K | 0.01% | 418 |
|
|
2023
Q3 | $323K | Hold |
9,324
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $335K | Hold |
9,324
| – | – | 0.01% | 407 |
|
|
2023
Q1 | $308K | Hold |
9,324
| – | – | 0.01% | 422 |
|
|
2022
Q4 | $286K | Buy |
+9,324
| New | +$286K | 0.01% | 438 |
|