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Raymond James Financial Services Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$218K Sell
1,608
-91
-5% -$11.9K ﹤0.01% 3139
2024
Q2 		$218K Hold
1,699
– – ﹤0.01% 3069
2024
Q1 		$215K Buy
+1,699
New +$206K ﹤0.01% 3056
2023
Q1 		– Sell
-2,280
Closed -$209K – 3304
2022
Q4 		$209K Sell
2,280
-202
-8% -$18.7K ﹤0.01% 2836
2022
Q3 		$213K Hold
2,482
– – ﹤0.01% 2821
2022
Q2 		$223K Sell
2,482
-512
-17% -$50.4K ﹤0.01% 2813
2022
Q1 		$328K Sell
2,994
-902
-23% -$97.8K ﹤0.01% 2653
2021
Q4 		$453K Buy
+3,896
New +$438K ﹤0.01% 2444

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
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

Raymond James Financial Services Advisors's ESG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 5.4% in Q3 2024, selling an estimated $11.9K and leaving 1,608 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Raymond James Financial Services Advisors first reported a position in ESG in Q4 2021 and has held it in 8 quarters since. The position peaked at $453K in Q4 2021. 46 funds tracked by Wall St. Rank hold ESG as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,608 shares of FlexShares STOXX US ESG Select Index Fund worth $218K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 91 FlexShares STOXX US ESG Select Index Fund shares in Q3 2024, an estimated $11.9K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3139 holding.
  • Raymond James Financial Services Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2021 and has held it in 8 quarters since.
  • Raymond James Financial Services Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $453K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.