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Clear Perspectives Financial Planning’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-250
Closed -$22K – 214
2022
Q2 		$22K Buy
+250
New +$24.6K 0.01% 123
2021
Q2 		– Sell
-100
Closed -$10K – 201
2021
Q1 		$10K Hold
100
– – 0.01% 151
2020
Q4 		$9K Buy
+100
New +$8.63K 0.01% 148

Other funds holding ESG

Northern Trust
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
MA
Momentum Advisors New York $98.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Perspectives Financial Planning's ESG Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2022, closing a stake of 250 shares — an estimated $22K sold.

Clear Perspectives Financial Planning first reported a position in ESG in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2022. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 250 FlexShares STOXX US ESG Select Index Fund shares in Q3 2022, an estimated $22K.
  • Clear Perspectives Financial Planning first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2020 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's FlexShares STOXX US ESG Select Index Fund position peaked at $22K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.