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Freestone Capital Holdings’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-743
Closed -$67.9K – 611
2020
Q4 		$67.9K Hold
743
– – ﹤0.01% 502
2020
Q3 		$60.5K Buy
+743
New +$59.7K ﹤0.01% 459

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REMPR
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FNWM
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FUBT
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

Freestone Capital Holdings's ESG Position: Q1 2021 in Review

Freestone Capital Holdings sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2021, closing a stake of 743 shares — an estimated $67.9K sold.

Freestone Capital Holdings first reported a position in ESG in Q3 2020 and held it in 2 quarters. The position peaked at $67.9K in Q4 2020. 32 funds tracked by Wall St. Rank hold ESG as of Q1 2021.

  • Freestone Capital Holdings reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 743 FlexShares STOXX US ESG Select Index Fund shares in Q1 2021, an estimated $67.9K.
  • Freestone Capital Holdings first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's FlexShares STOXX US ESG Select Index Fund position peaked at $67.9K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.