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Financial Services Advisory’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Financial Services Advisory’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,526
Closed -$354K – 47
2023
Q2 		$354K Buy
+2,526
New +$343K 0.15% 39

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Services Advisory's ESGG Position: Q3 2023 in Review

Financial Services Advisory sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q3 2023, closing a stake of 2,526 shares — an estimated $354K sold.

Financial Services Advisory first reported a position in ESGG in Q2 2023 and held it in 1 quarter. The position peaked at $354K in Q2 2023. 29 funds tracked by Wall St. Rank hold ESGG as of Q3 2023.

  • Financial Services Advisory reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q3 2023 after selling out during the quarter.
  • Financial Services Advisory sold 2,526 FlexShares STOXX Global ESG Select Index Fund shares in Q3 2023, an estimated $354K.
  • Financial Services Advisory first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q2 2023 and held it in 1 quarter.
  • Financial Services Advisory's FlexShares STOXX Global ESG Select Index Fund position peaked at $354K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q3 2023.

Based on Financial Services Advisory's 13F filing for Q3 2023, filed 17 Oct 2023.