Number of Shares
220,521.00
Current Holdings Value*
$10.29 Mil
% of Portfolio
4.62%
Total Estimate Gain
$3.45 Mil
% of Total Estimate Gain
35.30%

Financial Connections Group, Inc.'s iShares ESG Advanced MSCI USA ETF Holding Summary

As of 2025-03-31, Financial Connections Group, Inc. held 220,521.00 shares of iShares ESG Advanced MSCI USA ETF(USXF), totaling $10.29 Mil. This investment constitutes 4.62% of their stock portfolio, and Financial Connections Group, Inc. now holds 0.87% of the outstanding iShares ESG Advanced MSCI USA ETF(USXF) stock.

The initial trade took place in 2021Q4. And since then Financial Connections Group, Inc. has made 9 purchases of USXF, at an average price of $38.56, for a total of 253,810.00 shares. In addition, there have been 4 sales at an average price of $31.32 for 33,289.00 shares. Based on historical transaction data and USXF's current price of $55.32, Financial Connections Group, Inc.'s estimated gain on his USXF holdings is $3.45 Mil, reflecting a 35.30% gain to date.

Financial Connections Group, Inc. USXF ($55.32) Holding Chart

Financial Connections Group, Inc. USXF ($55.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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