LPL Financial’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Sell |
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|
2025
Q1 | $5.75M | Buy |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $4.87M | Buy |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $4.45M | Sell |
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|
2023
Q2 | $4.72M | Buy |
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|
2023
Q1 | $4.19M | Sell |
|
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.77M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $865K | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $353K | Hold |
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|
2019
Q3 | $325K | Buy |
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|
2019
Q2 | $269K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
|