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Heritage Financial Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-1,392
Closed -$124K – 191
2022
Q2 		$124K Buy
+1,392
New +$137K 0.07% 97

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IFA
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Bank of America
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Royal Bank of Canada
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REMPR
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MA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Financial Services's ESG Position: Q3 2022 in Review

Heritage Financial Services sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2022, closing a stake of 1,392 shares — an estimated $124K sold.

Heritage Financial Services first reported a position in ESG in Q2 2022 and held it in 1 quarter. The position peaked at $124K in Q2 2022. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

  • Heritage Financial Services reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,392 FlexShares STOXX US ESG Select Index Fund shares in Q3 2022, an estimated $124K.
  • Heritage Financial Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's FlexShares STOXX US ESG Select Index Fund position peaked at $124K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.