Castleview Partners’s FlexShares ESG & Climate US Large Cap Core Index Fund FEUS Stock Holding History

Castleview Partners’s Portfolio FEUS Stock Details FEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-55	Closed	-$1.27K	–	648
2022 Q2	$1.27K	Sell	55 -1,802	-97%	-$84.6K	﹤0.01%	666
2022 Q1	$96K	Buy	+1,857	New	+$95K	0.06%	240

Other funds holding FEUS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

ESB

Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Castleview Partners's FEUS Position: Q3 2022 in Review

Castleview Partners sold out of FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) in Q3 2022, closing a stake of 55 shares — an estimated $1.27K sold.

Castleview Partners first reported a position in FEUS in Q1 2022 and held it in 2 quarters. The position peaked at $96K in Q1 2022. 7 funds tracked by Wall St. Rank hold FEUS as of Q3 2022.

Castleview Partners reported no remaining FlexShares ESG & Climate US Large Cap Core Index Fund position as of Q3 2022 after selling out during the quarter.
Castleview Partners sold 55 FlexShares ESG & Climate US Large Cap Core Index Fund shares in Q3 2022, an estimated $1.27K.
Castleview Partners first reported a position in FlexShares ESG & Climate US Large Cap Core Index Fund in Q1 2022 and held it in 2 quarters.
Castleview Partners's FlexShares ESG & Climate US Large Cap Core Index Fund position peaked at $96K in Q1 2022.
7 funds tracked by Wall St. Rank held FlexShares ESG & Climate US Large Cap Core Index Fund as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.