Capital Advisory Group Advisory Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Hold |
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|
2025
Q2 | $587K | Hold |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $19K | Buy |
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