Rehmann Capital Advisory Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-1,865	Closed	-$130K	–	1780
2019 Q2	$130K	Buy	1,865 +8	+0.4%	+$549	0.02%	535
2019 Q1	$125K	Buy	1,857 +7	+0.4%	+$451	0.02%	531
2018 Q4	$110K	Buy	+1,850	New	+$118K	0.02%	387

Other funds holding ESG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Rehmann Capital Advisory Group's ESG Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2019, closing a stake of 1,865 shares — an estimated $130K sold.

Rehmann Capital Advisory Group first reported a position in ESG in Q4 2018 and held it in 3 quarters. The position peaked at $130K in Q2 2019. 20 funds tracked by Wall St. Rank hold ESG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,865 FlexShares STOXX US ESG Select Index Fund shares in Q3 2019, an estimated $130K.
Rehmann Capital Advisory Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2018 and held it in 3 quarters.
Rehmann Capital Advisory Group's FlexShares STOXX US ESG Select Index Fund position peaked at $130K in Q2 2019.
20 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.