Interactive Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
35,294
+62
| +0.2% | +$9.1K | 2.53% | 9 |
|
|
2025
Q1 | $4.73M | Sell |
35,232
-635
| -2% | -$85.3K | 2.5% | 9 |
|
|
2024
Q4 | $4.94M | Sell |
35,867
-579
| -2% | -$79.8K | 2.59% | 9 |
|
|
2024
Q3 | $4.95M | Buy |
36,446
+337
| +0.9% | +$45.8K | 2.55% | 9 |
|
|
2024
Q2 | $4.63M | Sell |
36,109
-518
| -1% | -$66.5K | 2.55% | 9 |
|
|
2024
Q1 | $4.64M | Buy |
36,627
+35,119
| +2,329% | +$4.45M | 2.56% | 9 |
|
|
2023
Q4 | $303K | Sell |
1,508
-33,435
| -96% | -$6.71M | 0.16% | 70 |
|
|
2023
Q3 | $3.68M | Sell |
34,943
-4,374
| -11% | -$461K | 2.48% | 10 |
|
|
2023
Q2 | $4.25M | Sell |
39,317
-1,168
| -3% | -$126K | 2.89% | 8 |
|
|
2023
Q1 | $4.02M | Sell |
40,485
-1,209
| -3% | -$120K | 2.58% | 9 |
|
|
2022
Q4 | $3.83M | Buy |
41,694
+4,328
| +12% | +$397K | 2.29% | 10 |
|
|
2022
Q3 | $3.21M | Buy |
37,366
+5,108
| +16% | +$439K | 1.86% | 11 |
|
|
2022
Q2 | $2.91M | Sell |
32,258
-4,175
| -11% | -$376K | 1.46% | 19 |
|
|
2022
Q1 | $3.5M | Buy |
36,433
+10,315
| +39% | +$991K | 1.64% | 20 |
|
|
2021
Q4 | $3.03M | Buy |
26,118
+5,881
| +29% | +$683K | 1.16% | 28 |
|
|
2021
Q3 | $2.14M | Buy |
20,237
+5,276
| +35% | +$557K | 0.93% | 28 |
|
|
2021
Q2 | $1.57M | Buy |
14,961
+2,186
| +17% | +$230K | 0.64% | 31 |
|
|
2021
Q1 | $1.24M | Buy |
12,775
+8,623
| +208% | +$840K | 0.52% | 37 |
|
|
2020
Q4 | $380K | Buy |
4,152
+3,563
| +605% | +$326K | 0.17% | 58 |
|
|
2020
Q3 | $48K | Buy |
589
+376
| +177% | +$30.6K | 0.02% | 108 |
|
|
2020
Q2 | $16K | Sell |
213
-1
| -0.5% | -$75 | 0.01% | 123 |
|
|
2020
Q1 | $13K | Buy |
+214
| New | +$13K | 0.01% | 90 |
|