LifePlan Financial Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$21K	Hold	263	–	–	0.01%	331
2020 Q2	$20K	Hold	263	–	–	0.01%	335
2020 Q1	$16K	Hold	263	–	–	0.01%	342
2019 Q4	$20K	Hold	263	–	–	0.01%	346
2019 Q3	$19K	Hold	263	–	–	0.01%	351
2019 Q2	$18K	Hold	263	–	–	0.01%	351
2019 Q1	$18K	Hold	263	–	–	0.01%	353
2018 Q4	$16K	Hold	263	–	–	0.01%	347
2018 Q3	$18K	Hold	263	–	–	0.01%	345
2018 Q2	$17K	Hold	263	–	–	0.01%	343
2018 Q1	$16K	Buy	+263	New	+$17K	0.01%	333

Other funds holding ESG

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $436M AUM 15.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LifePlan Financial Group's ESG Position: Q3 2020 in Review

LifePlan Financial Group held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q3 2020 at 263 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #331.

LifePlan Financial Group first reported a position in ESG in Q1 2018 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold ESG as of Q3 2020.

LifePlan Financial Group held 263 shares of FlexShares STOXX US ESG Select Index Fund worth $21K as of Q3 2020.
LifePlan Financial Group left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q3 2020.
FlexShares STOXX US ESG Select Index Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #331 holding.
LifePlan Financial Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2018 and has held it in 11 quarters since.
27 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.