Ford Financial Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-62	Closed	-$7	–	230
2021 Q4	$7	Buy	+62	New	+$6.97K	﹤0.01%	362

Other funds holding ESG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ford Financial Group's ESG Position: Q1 2022 in Review

Ford Financial Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2022, closing a stake of 62 shares — an estimated $7 sold.

Ford Financial Group first reported a position in ESG in Q4 2021 and held it in 1 quarter. The position peaked at $7 in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q1 2022.

Ford Financial Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 62 FlexShares STOXX US ESG Select Index Fund shares in Q1 2022, an estimated $7.
Ford Financial Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2021 and held it in 1 quarter.
Ford Financial Group's FlexShares STOXX US ESG Select Index Fund position peaked at $7 in Q4 2021.
35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.