Kore Private Wealth’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Kore Private Wealth’s Portfolio ESG Stock Details ESG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$308K	Hold	3,580	–	–	0.06%	182
2022 Q2	$321K	Hold	3,580	–	–	0.05%	206
2022 Q1	$393K	Sell	3,580 -285	-7%	-$30.9K	0.05%	201
2021 Q4	$449K	Hold	3,865	–	–	0.05%	182
2021 Q3	$408K	Buy	+3,865	New	+$418K	0.04%	269

Other funds holding ESG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Momentum Advisors New York $98.7M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kore Private Wealth's ESG Position: Q3 2022 in Review

Kore Private Wealth held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q3 2022 at 3,580 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #182.

Kore Private Wealth first reported a position in ESG in Q3 2021 and has held it in 5 quarters since. The position peaked at $449K in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

Kore Private Wealth held 3,580 shares of FlexShares STOXX US ESG Select Index Fund worth $308K as of Q3 2022.
Kore Private Wealth left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q3 2022.
FlexShares STOXX US ESG Select Index Fund made up 0.06% of Kore Private Wealth's portfolio in Q3 2022, its #182 holding.
Kore Private Wealth first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2021 and has held it in 5 quarters since.
Kore Private Wealth's FlexShares STOXX US ESG Select Index Fund position peaked at $449K in Q4 2021.
35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.