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EWG Elevate’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-261
Closed -$24K – 266
2022
Q4 		$24K Buy
+261
New +$24.1K 0.01% 253

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FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWG Elevate's ESG Position: Q1 2023 in Review

EWG Elevate sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2023, closing a stake of 261 shares — an estimated $24K sold.

EWG Elevate first reported a position in ESG in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 37 funds tracked by Wall St. Rank hold ESG as of Q1 2023.

  • EWG Elevate reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 261 FlexShares STOXX US ESG Select Index Fund shares in Q1 2023, an estimated $24K.
  • EWG Elevate first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's FlexShares STOXX US ESG Select Index Fund position peaked at $24K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.