Cambridge Investment Research Advisors’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 | $820K | Buy |
5,588
+85
| +2% | +$12.5K | ﹤0.01% | 2117 |
|
|
2025
Q1 | $739K | Sell |
5,503
-1,656
| -23% | -$222K | ﹤0.01% | 2105 |
|
|
2024
Q4 | $986K | Buy |
7,159
+499
| +7% | +$68.7K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $905K | Buy |
6,660
+666
| +11% | +$90.5K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $769K | Buy |
5,994
+1,245
| +26% | +$160K | ﹤0.01% | 1962 |
|
|
2024
Q1 | $601K | Buy |
4,749
+162
| +4% | +$20.5K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $532K | Sell |
4,587
-63
| -1% | -$7.31K | ﹤0.01% | 2132 |
|
|
2023
Q3 | $490K | Buy |
4,650
+206
| +5% | +$21.7K | ﹤0.01% | 2101 |
|
|
2023
Q2 | $480K | Buy |
4,444
+403
| +10% | +$43.5K | ﹤0.01% | 2162 |
|
|
2023
Q1 | $401K | Buy |
+4,041
| New | +$401K | ﹤0.01% | 2249 |
|