Patriot Financial Group Insurance Agency’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-101	Closed	-$9K	–	868
2022 Q2	$9K	Hold	101	–	–	﹤0.01%	1276
2022 Q1	$11K	Hold	101	–	–	﹤0.01%	1309
2021 Q4	$12K	Hold	101	–	–	﹤0.01%	1415
2021 Q3	$11K	Hold	101	–	–	﹤0.01%	1430
2021 Q2	$11K	Hold	101	–	–	﹤0.01%	1406
2021 Q1	$10K	Buy	+101	New	+$9.56K	﹤0.01%	1347

Other funds holding ESG

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Momentum Advisors New York $98.7M AUM

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

Patriot Financial Group Insurance Agency's ESG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2022, closing a stake of 101 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in ESG in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 101 FlexShares STOXX US ESG Select Index Fund shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's FlexShares STOXX US ESG Select Index Fund position peaked at $12K in Q4 2021.
35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.