Empire Financial Management Company’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 | $245K | Sell |
1,672
-11
| -0.7% | -$1.62K | 0.07% | 183 |
|
|
2025
Q1 | $226K | Sell |
1,683
-231
| -12% | -$31K | 0.07% | 188 |
|
|
2024
Q4 | $264K | Sell |
1,914
-15
| -0.8% | -$2.07K | 0.08% | 175 |
|
|
2024
Q3 | $262K | Hold |
1,929
| – | – | 0.08% | 183 |
|
|
2024
Q2 | $247K | Sell |
1,929
-45
| -2% | -$5.77K | 0.08% | 188 |
|
|
2024
Q1 | $250K | Hold |
1,974
| – | – | 0.08% | 187 |
|
|
2023
Q4 | $229K | Sell |
1,974
-169
| -8% | -$19.6K | 0.09% | 182 |
|
|
2023
Q3 | $226K | Hold |
2,143
| – | – | 0.1% | 182 |
|
|
2023
Q2 | $232K | Sell |
2,143
-15
| -0.7% | -$1.62K | 0.09% | 183 |
|
|
2023
Q1 | $214K | Buy |
+2,158
| New | +$214K | 0.09% | 188 |
|