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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,392
Closed -$124K – 191
2022
Q2 		$124K Buy
+1,392
New +$124K 0.07% 97