Carson Wealth (CWM LLC)’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESGG Stock Details ESGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-810	Closed	-$73K	–	1488
2017 Q3	$73K	Hold	810	–	–	﹤0.01%	454
2017 Q2	$70K	Buy	+810	New	+$68.9K	﹤0.01%	431

Other funds holding ESGG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESGG Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q4 2017, closing a stake of 810 shares — an estimated $73K sold.

Carson Wealth (CWM LLC) first reported a position in ESGG in Q2 2017 and held it in 2 quarters. The position peaked at $73K in Q3 2017. 8 funds tracked by Wall St. Rank hold ESGG as of Q4 2017.

Carson Wealth (CWM LLC) reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q4 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 810 FlexShares STOXX Global ESG Select Index Fund shares in Q4 2017, an estimated $73K.
Carson Wealth (CWM LLC) first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q2 2017 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s FlexShares STOXX Global ESG Select Index Fund position peaked at $73K in Q3 2017.
8 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.