Financial Network Wealth Management’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
Q1 | $9.05M | Sell |
67,373
-13,520
| -17% | -$1.82M | 3.19% | 8 |
|
|
2024
Q4 | $11.1M | Sell |
80,893
-1,018
| -1% | -$140K | 3.98% | 9 |
|
|
2024
Q3 | $11.1M | Sell |
81,911
-651
| -0.8% | -$88.4K | 3.99% | 8 |
|
|
2024
Q2 | $10.6M | Sell |
82,562
-392
| -0.5% | -$50.3K | 4.03% | 8 |
|
|
2024
Q1 | $10.3M | Sell |
82,954
-5,221
| -6% | -$647K | 4.87% | 8 |
|
|
2023
Q4 | $10.2M | Sell |
88,175
-524
| -0.6% | -$60.8K | 4.43% | 8 |
|
|
2023
Q3 | $9.36M | Sell |
88,699
-638
| -0.7% | -$67.3K | 4.57% | 8 |
|
|
2023
Q2 | $9.96M | Buy |
89,337
+8,016
| +10% | +$893K | 4.6% | 9 |
|
|
2023
Q1 | $8.08M | Sell |
81,321
-308
| -0.4% | -$30.6K | 4% | 9 |
|
|
2022
Q4 | $7.5M | Buy |
81,629
+10,915
| +15% | +$1M | 4.05% | 8 |
|
|
2022
Q3 | $6.08M | Sell |
70,714
-3,031
| -4% | -$260K | 3.79% | 10 |
|
|
2022
Q2 | $6.61M | Buy |
73,745
+1,702
| +2% | +$153K | 3.96% | 10 |
|
|
2022
Q1 | $7.9M | Buy |
72,043
+2,676
| +4% | +$293K | 4.12% | 9 |
|
|
2021
Q4 | $8.06M | Sell |
69,367
-1,941
| -3% | -$225K | 4.08% | 9 |
|
|
2021
Q3 | $7.53M | Sell |
71,308
-524
| -0.7% | -$55.3K | 4.3% | 10 |
|
|
2021
Q2 | $7.55M | Sell |
71,832
-747
| -1% | -$78.5K | 4.44% | 10 |
|
|
2021
Q1 | $7.07M | Buy |
72,579
+2,823
| +4% | +$275K | 4.61% | 8 |
|
|
2020
Q4 | $6.38M | Buy |
+69,756
| New | +$6.38M | 5% | 6 |
|