Cetera Advisor Networks’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Cetera Advisor Networks’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
2020 Q3	–	Sell	-51,477	Closed	-$3.85M	–	1744
2020 Q2	$3.85M	Buy	51,477 +12,067	+31%	+$853K	0.1%	195
2020 Q1	$2.44M	Buy	39,410 +1,172	+3%	+$85.6K	0.08%	228
2019 Q4	$2.94M	Buy	38,238 +3,139	+9%	+$231K	0.08%	236
2019 Q3	$2.49M	Buy	35,099 +2,161	+7%	+$153K	0.08%	242
2019 Q2	$2.3M	Buy	32,938 +13,641	+71%	+$936K	0.07%	248
2019 Q1	$1.3M	Buy	+19,297	New	+$1.24M	0.04%	348

Other funds holding ESG

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

REMPR

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Advisor Networks's ESG Position: Q3 2020 in Review

Cetera Advisor Networks sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2020, closing a stake of 51,477 shares — an estimated $3.85M sold.

Cetera Advisor Networks first reported a position in ESG in Q1 2019 and held it in 6 quarters. The position peaked at $3.85M in Q2 2020. 27 funds tracked by Wall St. Rank hold ESG as of Q3 2020.

Cetera Advisor Networks reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 51,477 FlexShares STOXX US ESG Select Index Fund shares in Q3 2020, an estimated $3.85M.
Cetera Advisor Networks first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2019 and held it in 6 quarters.
Cetera Advisor Networks's FlexShares STOXX US ESG Select Index Fund position peaked at $3.85M in Q2 2020.
27 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.