Essex Savings Bank’s FlexShares ESG & Climate US Large Cap Core Index Fund FEUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
9,396
-104
| -1% | -$7.03K | 0.15% | 131 |
|
|
2025
Q1 | $590K | Hold |
9,500
| – | – | 0.14% | 132 |
|
|
2024
Q4 | $624K | Hold |
9,500
| – | – | 0.15% | 129 |
|
|
2024
Q3 | $614K | Hold |
9,500
| – | – | 0.15% | 132 |
|
|
2024
Q2 | $582K | Sell |
9,500
-781
| -8% | -$47.8K | 0.16% | 127 |
|
|
2024
Q1 | $555K | Hold |
10,281
| – | – | 0.16% | 128 |
|
|
2023
Q4 | $555K | Hold |
10,281
| – | – | 0.16% | 128 |
|
|
2023
Q3 | $500K | Hold |
10,281
| – | – | 0.17% | 120 |
|
|
2023
Q2 | $519K | Sell |
10,281
-3,719
| -27% | -$188K | 0.17% | 120 |
|
|
2023
Q1 | $656K | Buy |
14,000
+1,000
| +8% | +$46.9K | 0.23% | 92 |
|
|
2022
Q4 | $568K | Hold |
13,000
| – | – | 0.2% | 101 |
|
|
2022
Q3 | $531K | Buy |
+13,000
| New | +$531K | 0.21% | 100 |
|