Milestone Investment Advisors’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
2,056
+1
| +0% | +$188 | 0.1% | 66 |
|
|
2025
Q1 | $349K | Hold |
2,055
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $345K | Buy |
2,055
+1
| +0% | +$168 | 0.09% | 68 |
|
|
2024
Q3 | $354K | Hold |
2,054
| – | – | 0.1% | 68 |
|
|
2024
Q2 | $338K | Buy |
2,054
+54
| +3% | +$8.88K | 0.09% | 66 |
|
|
2024
Q1 | $326K | Hold |
2,000
| – | – | 0.09% | 63 |
|
|
2023
Q4 | $299K | Sell |
2,000
-170
| -8% | -$25.4K | 0.09% | 61 |
|
|
2023
Q3 | $293K | Buy |
2,170
+45
| +2% | +$6.07K | 0.08% | 82 |
|
|
2023
Q2 | $298K | Buy |
2,125
+450
| +27% | +$63.1K | 0.09% | 61 |
|
|
2023
Q1 | $221K | Buy |
1,675
+396
| +31% | +$52.3K | 0.07% | 99 |
|
|
2022
Q4 | $155K | Buy |
+1,279
| New | +$155K | 0.05% | 66 |
|