HGWM
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Harvest Group Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Harvest Group Wealth Management’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$4K Sell
40
-602
-94% -$60.2K ﹤0.01% 97
2022
Q4 		$59K Sell
642
-27
-4% -$2.48K 0.04% 61
2022
Q3 		$61K Buy
669
+2
+0.3% +$182 0.04% 61
2022
Q2 		$65K Buy
+667
New +$65K 0.04% 64