Money Design’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Money Design’s Portfolio ESGG Stock Details ESGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,398	Closed	-$2.62M	–	80
2023 Q3	$2.62M	Sell	19,398 -10,082	-34%	-$1.41M	0.16%	71
2023 Q2	$4.13M	Sell	29,480 -11,633	-28%	-$1.58M	0.24%	68
2023 Q1	$5.43M	Sell	41,113 -12,607	-23%	-$1.62M	0.32%	66
2022 Q4	$6.51M	Sell	53,720 -6,287	-10%	-$753K	0.41%	62
2022 Q3	$6.59M	Buy	60,007 +10,910	+22%	+$1.33M	0.47%	58
2022 Q2	$5.81M	Buy	49,097 +8,145	+20%	+$1.05M	0.44%	59
2022 Q1	$5.82M	Buy	40,952 +5,719	+16%	+$813K	0.39%	58
2021 Q4	$5.36M	Buy	+35,233	New	+$5.22M	0.36%	60

Other funds holding ESGG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Design's ESGG Position: Q4 2023 in Review

Money Design sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q4 2023, closing a stake of 19,398 shares — an estimated $2.62M sold.

Money Design first reported a position in ESGG in Q4 2021 and held it in 8 quarters. The position peaked at $6.59M in Q3 2022. 37 funds tracked by Wall St. Rank hold ESGG as of Q4 2023.

Money Design reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q4 2023 after selling out during the quarter.
Money Design sold 19,398 FlexShares STOXX Global ESG Select Index Fund shares in Q4 2023, an estimated $2.62M.
Money Design first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2021 and held it in 8 quarters.
Money Design's FlexShares STOXX Global ESG Select Index Fund position peaked at $6.59M in Q3 2022.
37 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q4 2023.

Based on Money Design's 13F filing for Q4 2023, filed 29 Jan 2024.