HC Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

HC Financial Advisors’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 Q2	$149K	Hold	1,657	–	–	0.1%	87
2022 Q1	$182K	Hold	1,657	–	–	0.11%	81
2021 Q4	$192K	Buy	1,657 +47	+3%	+$5.29K	0.11%	84
2021 Q3	$170K	Sell	1,610 -100	-6%	-$10.8K	0.1%	81
2021 Q2	$180K	Hold	1,710	–	–	0.1%	83
2021 Q1	$167K	Buy	1,710 +5	+0.3%	+$473	0.1%	83
2020 Q4	$156K	Hold	1,705	–	–	0.1%	85
2020 Q3	$139K	Hold	1,705	–	–	0.1%	80
2020 Q2	$127K	Hold	1,705	–	–	0.1%	75
2020 Q1	$106K	Buy	+1,705	New	+$124K	0.09%	81

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $164M AUM 18.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Momentum Advisors New York $98.7M AUM

HC Financial Advisors's ESG Position: Q2 2022 in Review

HC Financial Advisors held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q2 2022 at 1,657 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #87.

HC Financial Advisors first reported a position in ESG in Q1 2020 and has held it in 10 quarters since. The position peaked at $192K in Q4 2021. 39 funds tracked by Wall St. Rank hold ESG as of Q2 2022.

HC Financial Advisors held 1,657 shares of FlexShares STOXX US ESG Select Index Fund worth $149K as of Q2 2022.
HC Financial Advisors left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q2 2022.
FlexShares STOXX US ESG Select Index Fund made up 0.1% of HC Financial Advisors's portfolio in Q2 2022, its #87 holding.
HC Financial Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $192K in Q4 2021.
39 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.