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Ashton Thomas Private Wealth’s FlexShares ESG & Climate Developed Markets ex-US Core Index Fund FEDM Stock Holding History

Ashton Thomas Private Wealth’s Portfolio FEDM Stock Details FEDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-585
Closed -$28.9K – 1029
2024
Q2 		$28.9K Buy
+585
New +$29.2K ﹤0.01% 1062

Other funds holding FEDM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's FEDM Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of FlexShares ESG & Climate Developed Markets ex-US Core Index Fund (FEDM) in Q3 2024, closing a stake of 585 shares — an estimated $28.9K sold.

Ashton Thomas Private Wealth first reported a position in FEDM in Q2 2024 and held it in 1 quarter. The position peaked at $28.9K in Q2 2024. 8 funds tracked by Wall St. Rank hold FEDM as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining FlexShares ESG & Climate Developed Markets ex-US Core Index Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 585 FlexShares ESG & Climate Developed Markets ex-US Core Index Fund shares in Q3 2024, an estimated $28.9K.
  • Ashton Thomas Private Wealth first reported a position in FlexShares ESG & Climate Developed Markets ex-US Core Index Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's FlexShares ESG & Climate Developed Markets ex-US Core Index Fund position peaked at $28.9K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held FlexShares ESG & Climate Developed Markets ex-US Core Index Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.