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Advisory Alpha’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Advisory Alpha’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-88
Closed -$10K – 265
2020
Q3 		$10K Buy
+88
New +$9.64K ﹤0.01% 423
2020
Q2 		– Sell
-88
Closed -$8.12K – 242
2020
Q1 		$8.12K Buy
+88
New +$8.93K ﹤0.01% 433

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Alpha's ESGG Position: Q4 2020 in Review

Advisory Alpha sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q4 2020, closing a stake of 88 shares — an estimated $10K sold.

Advisory Alpha first reported a position in ESGG in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 18 funds tracked by Wall St. Rank hold ESGG as of Q4 2020.

  • Advisory Alpha reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 88 FlexShares STOXX Global ESG Select Index Fund shares in Q4 2020, an estimated $10K.
  • Advisory Alpha first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2020 and held it in 2 quarters.
  • Advisory Alpha's FlexShares STOXX Global ESG Select Index Fund position peaked at $10K in Q3 2020.
  • 18 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.