Milestone Investment Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
1,783
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $240K | Hold |
1,783
| – | – | 0.07% | 74 |
|
|
2024
Q4 | $246K | Hold |
1,783
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $242K | Hold |
1,783
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $229K | Hold |
1,783
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $226K | Sell |
1,783
-100
| -5% | -$12.7K | 0.06% | 71 |
|
|
2023
Q4 | $218K | Hold |
1,883
| – | – | 0.06% | 68 |
|
|
2023
Q3 | $198K | Hold |
1,883
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $204K | Sell |
1,883
-250
| -12% | -$27K | 0.06% | 69 |
|
|
2023
Q1 | $212K | Sell |
2,133
-267
| -11% | -$26.5K | 0.07% | 102 |
|
|
2022
Q4 | $220K | Buy |
+2,400
| New | +$220K | 0.08% | 60 |
|