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JP Morgan Private Wealth Advisors’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,631
Closed -$248K – 2024
2021
Q4 		$248K Hold
1,631
– – ﹤0.01% 1828
2021
Q3 		$230K Buy
+1,631
New +$235K ﹤0.01% 1795

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESGG Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q1 2022, closing a stake of 1,631 shares — an estimated $248K sold.

JP Morgan Private Wealth Advisors first reported a position in ESGG in Q3 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 19 funds tracked by Wall St. Rank hold ESGG as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,631 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2022, an estimated $248K.
  • JP Morgan Private Wealth Advisors first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q3 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's FlexShares STOXX Global ESG Select Index Fund position peaked at $248K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.