MTWM
ESG icon

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

Masso Torrence 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
2022
Q1 		– Sell
-17
Closed -$2K – 159
2021
Q4 		$2K Buy
+17
New +$1.91K ﹤0.01% 353

Other funds holding ESG

Northern Trust
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Masso Torrence Wealth Management's ESG Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2022, closing a stake of 17 shares — an estimated $2K sold.

Masso Torrence Wealth Management first reported a position in ESG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 17 FlexShares STOXX US ESG Select Index Fund shares in Q1 2022, an estimated $2K.
  • Masso Torrence Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $2K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.