Householder Group Estate & Retirement Specialist’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-150	Closed	-$15.8K	–	1190
2023 Q3	$15.8K	Buy	+150	New	+$16.3K	0.01%	686
2023 Q1	$15K	Buy	+150	New	+$14.5K	0.01%	697
2022 Q4	–	Sell	-150	Closed	-$12K	–	534
2022 Q3	$12K	Buy	+150	New	+$14.2K	﹤0.01%	685

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's ESG Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2023, closing a stake of 150 shares — an estimated $15.8K sold.

Householder Group Estate & Retirement Specialist first reported a position in ESG in Q3 2022 and held it in 3 quarters. The position peaked at $15.8K in Q3 2023. 39 funds tracked by Wall St. Rank hold ESG as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 150 FlexShares STOXX US ESG Select Index Fund shares in Q4 2023, an estimated $15.8K.
Householder Group Estate & Retirement Specialist first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's FlexShares STOXX US ESG Select Index Fund position peaked at $15.8K in Q3 2023.
39 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.