AE Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9K | Hold |
115
| – | – | ﹤0.01% | 1798 |
|
|
2025
Q1 | $15.5K | Hold |
115
| – | – | ﹤0.01% | 1794 |
|
|
2024
Q4 | $15.8K | Buy |
+115
| New | +$15.8K | ﹤0.01% | 1777 |
|
|
2024
Q1 | – | Sell |
-2,759
| Closed | -$326K | – | 1396 |
|
|
2023
Q4 | $326K | Sell |
2,759
-107
| -4% | -$12.6K | ﹤0.01% | 1658 |
|
|
2023
Q3 | $302K | Buy |
+2,866
| New | +$302K | ﹤0.01% | 1607 |
|