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Momentum Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Momentum Advisors’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
Q4 		$1.76M Buy
19,171
+79
+0.4% +$7.31K 1.78% 13
2022
Q3 		$1.64M Buy
19,092
+1,972
+12% +$187K 1.81% 13
2022
Q2 		$1.53M Buy
+17,120
New +$1.69M 1.73% 13

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 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

Momentum Advisors's ESG Position: Q4 2022 in Review

Momentum Advisors increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 0.41% in Q4 2022, buying an estimated $7.31K and bringing the position to 19,171 shares worth $1.76M. The position accounts for 1.78% of the portfolio, ranked #13.

Momentum Advisors first reported a position in ESG in Q2 2022 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold ESG as of Q4 2022.

  • Momentum Advisors held 19,171 shares of FlexShares STOXX US ESG Select Index Fund worth $1.76M as of Q4 2022.
  • Momentum Advisors bought 79 FlexShares STOXX US ESG Select Index Fund shares in Q4 2022, an estimated $7.31K.
  • FlexShares STOXX US ESG Select Index Fund made up 1.78% of Momentum Advisors's portfolio in Q4 2022, its #13 holding.
  • Momentum Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2022 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.