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

Mather 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
2024
Q3 		– Sell
-1,200
Closed -$152K – 1851
2024
Q2 		$152K Buy
+1,200
New +$150K ﹤0.01% 686

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
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

Mather Group's ESG Position: Q3 2024 in Review

Mather Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2024, closing a stake of 1,200 shares — an estimated $152K sold.

Mather Group first reported a position in ESG in Q2 2024 and held it in 1 quarter. The position peaked at $152K in Q2 2024. 46 funds tracked by Wall St. Rank hold ESG as of Q3 2024.

  • Mather Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1,200 FlexShares STOXX US ESG Select Index Fund shares in Q3 2024, an estimated $152K.
  • Mather Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's FlexShares STOXX US ESG Select Index Fund position peaked at $152K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.