Avantax Advisory Services’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 | $296K | Hold |
2,017
| – | – | ﹤0.01% | 1916 |
|
|
2025
Q1 | $271K | Hold |
2,017
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q4 | $278K | Hold |
2,017
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q3 | $274K | Hold |
2,017
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q2 | $259K | Sell |
2,017
-29
| -1% | -$3.72K | ﹤0.01% | 1798 |
|
|
2024
Q1 | $259K | Buy |
+2,046
| New | +$259K | ﹤0.01% | 1389 |
|