Interactive Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Sell	3,337 -217	-6%	-$34.3K	0.33%	43
2025 Q4	$562K	Sell	3,554 -15,257	-81%	-$2.38M	0.36%	42
2025 Q3	$2.9M	Sell	18,811 -16,483	-47%	-$2.47M	1.57%	19
2025 Q2	$5.18M	Buy	35,294 +62	+0.2%	+$8.47K	2.53%	9
2025 Q1	$4.73M	Sell	35,232 -635	-2%	-$88.9K	2.5%	9
2024 Q4	$4.94M	Sell	35,867 -579	-2%	-$80.2K	2.59%	9
2024 Q3	$4.95M	Buy	36,446 +337	+0.9%	+$44.1K	2.55%	9
2024 Q2	$4.63M	Sell	36,109 -518	-1%	-$64.6K	2.55%	9
2024 Q1	$4.64M	Buy	36,627 +35,119	+2,329%	+$4.25M	2.56%	9
2023 Q4	$303K	Sell	1,508 -33,435	-96%	-$3.65M	0.16%	70
2023 Q3	$3.68M	Sell	34,943 -4,374	-11%	-$476K	2.48%	10
2023 Q2	$4.25M	Sell	39,317 -1,168	-3%	-$119K	2.89%	8
2023 Q1	$4.02M	Sell	40,485 -1,209	-3%	-$117K	2.58%	9
2022 Q4	$3.83M	Buy	41,694 +4,328	+12%	+$400K	2.29%	10
2022 Q3	$3.21M	Buy	37,366 +5,108	+16%	+$485K	1.86%	11
2022 Q2	$2.9M	Sell	32,258 -4,175	-11%	-$411K	1.46%	19
2022 Q1	$3.5M	Buy	36,433 +10,315	+39%	+$1.12M	1.64%	20
2021 Q4	$3.03M	Buy	26,118 +5,881	+29%	+$661K	1.16%	28
2021 Q3	$2.14M	Buy	20,237 +5,276	+35%	+$570K	0.93%	28
2021 Q2	$1.57M	Buy	14,961 +2,186	+17%	+$223K	0.64%	31
2021 Q1	$1.24M	Buy	12,775 +8,623	+208%	+$816K	0.52%	37
2020 Q4	$380K	Buy	4,152 +3,563	+605%	+$307K	0.17%	58
2020 Q3	$48K	Buy	589 +376	+177%	+$30.2K	0.02%	108
2020 Q2	$16K	Sell	213 -1	-0.5%	-$71	0.01%	123
2020 Q1	$13K	Buy	+214	New	+$15.6K	0.01%	90