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Romano Brothers & Co’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-500
Closed -$45.9K – 499
2022
Q4 		$45.9K Buy
+500
New +$46.2K 0.01% 485

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 $377B AUM 19.32% 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 $153M AUM 13.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Romano Brothers & Co's ESG Position: Q1 2023 in Review

Romano Brothers & Co sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2023, closing a stake of 500 shares — an estimated $45.9K sold.

Romano Brothers & Co first reported a position in ESG in Q4 2022 and held it in 1 quarter. The position peaked at $45.9K in Q4 2022. 37 funds tracked by Wall St. Rank hold ESG as of Q1 2023.

  • Romano Brothers & Co reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 500 FlexShares STOXX US ESG Select Index Fund shares in Q1 2023, an estimated $45.9K.
  • Romano Brothers & Co first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's FlexShares STOXX US ESG Select Index Fund position peaked at $45.9K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.