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Independent Advisor Alliance’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Independent Advisor Alliance’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,590
Closed -$357K – 946
2024
Q4 		$357K Buy
+2,590
New +$357K ﹤0.01% 1065