Cherry Creek Investment Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Cherry Creek Investment Advisors’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 Q2	–	Sell	-2,197	Closed	-$241K	–	93
2022 Q1	$241K	Buy	2,197 +6	+0.3%	+$651	0.16%	89
2021 Q4	$254K	Buy	2,191 +7	+0.3%	+$787	0.16%	91
2021 Q3	$230K	Sell	2,184 -807	-27%	-$87.2K	0.15%	95
2021 Q2	$314K	Buy	+2,991	New	+$306K	0.21%	80

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Momentum Advisors New York $98.7M AUM

Cherry Creek Investment Advisors's ESG Position: Q2 2022 in Review

Cherry Creek Investment Advisors sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q2 2022, closing a stake of 2,197 shares — an estimated $241K sold.

Cherry Creek Investment Advisors first reported a position in ESG in Q2 2021 and held it in 4 quarters. The position peaked at $314K in Q2 2021. 39 funds tracked by Wall St. Rank hold ESG as of Q2 2022.

Cherry Creek Investment Advisors reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q2 2022 after selling out during the quarter.
Cherry Creek Investment Advisors sold 2,197 FlexShares STOXX US ESG Select Index Fund shares in Q2 2022, an estimated $241K.
Cherry Creek Investment Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2021 and held it in 4 quarters.
Cherry Creek Investment Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $314K in Q2 2021.
39 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2022.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.