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Berger Financial Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Berger Financial Group’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,486
Closed -$205K – 420
2024
Q4 		$205K Buy
+1,486
New +$205K 0.01% 404