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Forefront Analytics’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Forefront Analytics’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
2024
Q1 		– Sell
-39,972
Closed -$4.64M – 68
2023
Q4 		$4.64M Buy
+39,972
New +$4.37M 2.29% 19

Other funds holding ESG

Northern Trust
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 $308M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $436M AUM 15.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Forefront Analytics's ESG Position: Q1 2024 in Review

Forefront Analytics sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2024, closing a stake of 39,972 shares — an estimated $4.64M sold.

Forefront Analytics first reported a position in ESG in Q4 2023 and held it in 1 quarter. The position peaked at $4.64M in Q4 2023. 42 funds tracked by Wall St. Rank hold ESG as of Q1 2024.

  • Forefront Analytics reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2024 after selling out during the quarter.
  • Forefront Analytics sold 39,972 FlexShares STOXX US ESG Select Index Fund shares in Q1 2024, an estimated $4.64M.
  • Forefront Analytics first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2023 and held it in 1 quarter.
  • Forefront Analytics's FlexShares STOXX US ESG Select Index Fund position peaked at $4.64M in Q4 2023.
  • 42 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2024.

Based on Forefront Analytics's 13F filing for Q1 2024, filed 15 May 2024.