Milestone Investment Advisors’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
Q3 | $275K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $220K | Buy |
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