Harvest Group Wealth Management’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Harvest Group Wealth Management’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 Q1	$11.5K	Sell	87 -3	-3%	-$384	0.01%	78
2022 Q4	$10.9K	Hold	90	–	–	0.01%	81
2022 Q3	$10K	Hold	90	–	–	0.01%	84
2022 Q2	$11K	Hold	90	–	–	0.01%	87
2022 Q1	$13K	Sell	90 -5,801	-98%	-$825K	0.01%	69
2021 Q4	$895K	Buy	5,891 +2,860	+94%	+$424K	0.5%	32
2021 Q3	$427K	Buy	3,031 +675	+29%	+$97.3K	0.25%	30
2021 Q2	$332K	Buy	2,356 +1,067	+83%	+$147K	0.2%	28
2021 Q1	$177K	Buy	1,289 +1,003	+351%	+$129K	0.11%	28
2020 Q4	$36K	Hold	286	–	–	0.02%	123
2020 Q3	$31K	Buy	286 +190	+198%	+$20.8K	0.02%	123
2020 Q2	$9K	Buy	96 +6	+7%	+$581	0.01%	219
2020 Q1	$7K	Buy	+90	New	+$9.13K	0.01%	235

Other funds holding ESGG

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Harvest Group Wealth Management's ESGG Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 3.3% in Q1 2023, selling an estimated $384 and leaving 87 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #78.

Harvest Group Wealth Management first reported a position in ESGG in Q1 2020 and has held it in 13 quarters since. The position peaked at $895K in Q4 2021. 23 funds tracked by Wall St. Rank hold ESGG as of Q1 2023.

Harvest Group Wealth Management held 87 shares of FlexShares STOXX Global ESG Select Index Fund worth $11.5K as of Q1 2023.
Harvest Group Wealth Management sold 3 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2023, an estimated $384.
FlexShares STOXX Global ESG Select Index Fund made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #78 holding.
Harvest Group Wealth Management first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's FlexShares STOXX Global ESG Select Index Fund position peaked at $895K in Q4 2021.
23 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.