BSW Wealth Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
1,407
| – | – | 0.04% | 263 |
|
|
2025
Q1 | $239K | Hold |
1,407
| – | – | 0.04% | 265 |
|
|
2024
Q4 | $236K | Hold |
1,407
| – | – | 0.03% | 271 |
|
|
2024
Q3 | $243K | Hold |
1,407
| – | – | 0.04% | 259 |
|
|
2024
Q2 | $231K | Hold |
1,407
| – | – | 0.04% | 258 |
|
|
2024
Q1 | $229K | Hold |
1,407
| – | – | 0.04% | 256 |
|
|
2023
Q4 | $210K | Buy |
+1,407
| New | +$210K | 0.04% | 255 |
|
|
2022
Q2 | – | Sell |
-1,407
| Closed | -$200K | – | 291 |
|
|
2022
Q1 | $200K | Hold |
1,407
| – | – | 0.05% | 278 |
|
|
2021
Q4 | $214K | Buy |
+1,407
| New | +$214K | 0.05% | 238 |
|