CVA Family Office’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
225
| – | – | ﹤0.01% | 607 |
|
|
2025
Q1 | $30.2K | Hold |
225
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $31K | Hold |
225
| – | – | ﹤0.01% | 604 |
|
|
2024
Q3 | $30.6K | Hold |
225
| – | – | 0.01% | 592 |
|
|
2024
Q2 | $28.9K | Hold |
225
| – | – | 0.01% | 588 |
|
|
2024
Q1 | $28.5K | Hold |
225
| – | – | 0.01% | 585 |
|
|
2023
Q4 | $26.1K | Buy |
+225
| New | +$26.1K | 0.01% | 581 |
|
|
2023
Q3 | – | Sell |
-225
| Closed | -$24.3K | – | 457 |
|
|
2023
Q2 | $24.3K | Hold |
225
| – | – | 0.01% | 578 |
|
|
2023
Q1 | $22.3K | Hold |
225
| – | – | 0.01% | 575 |
|
|
2022
Q4 | $20.7K | Hold |
225
| – | – | 0.01% | 557 |
|
|
2022
Q3 | $19K | Hold |
225
| – | – | 0.01% | 534 |
|
|
2022
Q2 | $20K | Hold |
225
| – | – | 0.01% | 542 |
|
|
2022
Q1 | $25K | Hold |
225
| – | – | 0.01% | 521 |
|
|
2021
Q4 | $26K | Hold |
225
| – | – | 0.01% | 482 |
|
|
2021
Q3 | $18K | Hold |
225
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $24K | Hold |
225
| – | – | 0.01% | 489 |
|
|
2021
Q1 | $22K | Hold |
225
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $21K | Hold |
225
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $18K | Hold |
225
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $17K | Hold |
225
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $14K | Buy |
+225
| New | +$14K | 0.01% | 223 |
|