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Buttonwood Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Buttonwood Financial Advisors’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
2023
Q4 		– Sell
-2,673
Closed -$282K – 100
2023
Q3 		$282K Sell
2,673
-14
-0.5% -$1.52K 0.18% 88
2023
Q2 		$290K Buy
+2,687
New +$275K 0.18% 82

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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buttonwood Financial Advisors's ESG Position: Q4 2023 in Review

Buttonwood Financial Advisors sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2023, closing a stake of 2,673 shares — an estimated $282K sold.

Buttonwood Financial Advisors first reported a position in ESG in Q2 2023 and held it in 2 quarters. The position peaked at $290K in Q2 2023. 39 funds tracked by Wall St. Rank hold ESG as of Q4 2023.

  • Buttonwood Financial Advisors reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2023 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 2,673 FlexShares STOXX US ESG Select Index Fund shares in Q4 2023, an estimated $282K.
  • Buttonwood Financial Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2023 and held it in 2 quarters.
  • Buttonwood Financial Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $290K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2023.

Based on Buttonwood Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.