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Blue Trust Inc’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Blue Trust Inc’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-47
Closed -$5K – 2348
2023
Q4 		$5K Hold
47
– – ﹤0.01% 1830
2023
Q3 		$5K Hold
47
– – ﹤0.01% 1627
2023
Q2 		$5K Hold
47
– – ﹤0.01% 1522
2023
Q1 		$4K Hold
47
– – ﹤0.01% 1831
2022
Q4 		$4K Hold
47
– – ﹤0.01% 1780
2022
Q3 		$4K Hold
47
– – ﹤0.01% 1616
2022
Q2 		$5K Buy
+47
New +$4.63K ﹤0.01% 1427

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Trust Inc's ESG Position: Q1 2024 in Review

Blue Trust Inc sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2024, closing a stake of 47 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in ESG in Q2 2022 and held it in 7 quarters. The position peaked at $5K in Q4 2023. 42 funds tracked by Wall St. Rank hold ESG as of Q1 2024.

  • Blue Trust Inc reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 47 FlexShares STOXX US ESG Select Index Fund shares in Q1 2024, an estimated $5K.
  • Blue Trust Inc first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's FlexShares STOXX US ESG Select Index Fund position peaked at $5K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.