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ACG Wealth’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

ACG Wealth’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-650
Closed -$58K – 461
2022
Q2 		$58K Buy
+650
New +$64K 0.01% 415

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
MA
Momentum Advisors New York $98.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACG Wealth's ESG Position: Q3 2022 in Review

ACG Wealth sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2022, closing a stake of 650 shares — an estimated $58K sold.

ACG Wealth first reported a position in ESG in Q2 2022 and held it in 1 quarter. The position peaked at $58K in Q2 2022. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

  • ACG Wealth reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 650 FlexShares STOXX US ESG Select Index Fund shares in Q3 2022, an estimated $58K.
  • ACG Wealth first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's FlexShares STOXX US ESG Select Index Fund position peaked at $58K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.