Castleview Partners’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Castleview Partners’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
2022 Q1	–	Sell	-52,389	Closed	-$451	–	805
2021 Q4	$451	Buy	+52,389	New	+$5.89M	﹤0.01%	539

Other funds holding ESG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castleview Partners's ESG Position: Q1 2022 in Review

Castleview Partners sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2022, closing a stake of 52,389 shares — an estimated $451 sold.

Castleview Partners first reported a position in ESG in Q4 2021 and held it in 1 quarter. The position peaked at $451 in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q1 2022.

Castleview Partners reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2022 after selling out during the quarter.
Castleview Partners sold 52,389 FlexShares STOXX US ESG Select Index Fund shares in Q1 2022, an estimated $451.
Castleview Partners first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2021 and held it in 1 quarter.
Castleview Partners's FlexShares STOXX US ESG Select Index Fund position peaked at $451 in Q4 2021.
35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.