Liberty Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-116	Closed	-$12K	–	450
2021 Q3	$12K	Hold	116	–	–	﹤0.01%	785
2021 Q2	$12K	Buy	+116	New	+$11.9K	﹤0.01%	610

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 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

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

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

Liberty Wealth Management's ESG Position: Q4 2021 in Review

Liberty Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2021, closing a stake of 116 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in ESG in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 42 funds tracked by Wall St. Rank hold ESG as of Q4 2021.

Liberty Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 116 FlexShares STOXX US ESG Select Index Fund shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2021 and held it in 2 quarters.
Liberty Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $12K in Q3 2021.
42 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.