Retirement Capital Strategies’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,045
| Closed | -$409K | – | 70 |
|
|
2025
Q1 | $409K | Buy |
+3,045
| New | +$409K | 0.16% | 65 |
|
|
2022
Q2 | – | Sell |
-10,408
| Closed | -$1.1M | – | 61 |
|
|
2022
Q1 | $1.1M | Buy |
+10,408
| New | +$1.1M | 0.44% | 25 |
|
|
2021
Q3 | – | Sell |
-8,391
| Closed | -$882K | – | 72 |
|
|
2021
Q2 | $882K | Sell |
8,391
-4,349
| -34% | -$457K | 0.34% | 42 |
|
|
2021
Q1 | $1.24M | Buy |
+12,740
| New | +$1.24M | 0.49% | 39 |
|