Monument Group Wealth Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Monument Group Wealth 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
2025 Q2	$349K	Hold
2025 Q1	$319K	Hold
2024 Q4	$328K	Hold
2024 Q3	$323K	Hold
2024 Q2	$305K	Hold
2024 Q1	$301K	Hold
2023 Q4	$276K	Buy