MGWA
Monument Group Wealth Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
2,378
| – | – | 0.22% | 35 |
|
|
2025
Q1 | $319K | Hold |
2,378
| – | – | 0.22% | 33 |
|
|
2024
Q4 | $328K | Hold |
2,378
| – | – | 0.23% | 35 |
|
|
2024
Q3 | $323K | Hold |
2,378
| – | – | 0.19% | 36 |
|
|
2024
Q2 | $305K | Hold |
2,378
| – | – | 0.21% | 36 |
|
|
2024
Q1 | $301K | Hold |
2,378
| – | – | 0.22% | 37 |
|
|
2023
Q4 | $276K | Buy |
+2,378
| New | +$276K | 0.24% | 34 |
|