JPMorgan Chase & Co’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 | $10.6K | Sell |
72
-1
| -1% | -$147 | ﹤0.01% | 5437 |
|
|
2025
Q1 | $9.81K | Sell |
73
-81
| -53% | -$10.9K | ﹤0.01% | 5445 |
|
|
2024
Q4 | $21.2K | Hold |
154
| – | – | ﹤0.01% | 5214 |
|
|
2024
Q3 | $20.9K | Hold |
154
| – | – | ﹤0.01% | 5198 |
|
|
2024
Q2 | $19.8K | Hold |
154
| – | – | ﹤0.01% | 5153 |
|
|
2024
Q1 | $19.5K | Hold |
154
| – | – | ﹤0.01% | 5241 |
|
|
2023
Q4 | $17.9K | Hold |
154
| – | – | ﹤0.01% | 5265 |
|
|
2023
Q3 | $16.2K | Buy |
+154
| New | +$16.2K | ﹤0.01% | 5194 |
|
|
2021
Q4 | – | Sell |
-9,551
| Closed | -$1.01M | – | 5757 |
|
|
2021
Q3 | $1.01M | Sell |
9,551
-1,100
| -10% | -$116K | ﹤0.01% | 3601 |
|
|
2021
Q2 | $1.12M | Hold |
10,651
| – | – | ﹤0.01% | 3568 |
|
|
2021
Q1 | $1.04M | Sell |
10,651
-2,000
| -16% | -$195K | ﹤0.01% | 3629 |
|
|
2020
Q4 | $1.16M | Buy |
+12,651
| New | +$1.16M | ﹤0.01% | 3288 |
|
|
2017
Q1 | – | Sell |
-71,790
| Closed | -$3.78M | – | 4452 |
|
|
2016
Q4 | $3.78M | Sell |
71,790
-15,810
| -18% | -$833K | ﹤0.01% | 2331 |
|
|
2016
Q3 | $4.44M | Buy |
+87,600
| New | +$4.44M | ﹤0.01% | 2073 |
|