Roof Eidam Maycock Peralta (REMP)’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 | $1.36M | Sell |
9,234
-185
| -2% | -$27.2K | 0.33% | 43 |
|
2025
Q1 | $1.27M | Sell |
9,419
-715
| -7% | -$96.1K | 0.34% | 46 |
|
2024
Q4 | $1.4M | Sell |
10,134
-41
| -0.4% | -$5.65K | 0.36% | 42 |
|
2024
Q3 | $1.38M | Sell |
10,175
-2,210
| -18% | -$300K | 0.35% | 43 |
|
2024
Q2 | $1.59M | Hold |
12,385
| – | – | 0.43% | 39 |
|
2024
Q1 | $1.57M | Buy |
12,385
+471
| +4% | +$59.6K | 0.43% | 39 |
|
2023
Q4 | $1.38M | Hold |
11,914
| – | – | 0.42% | 39 |
|
2023
Q3 | $1.26M | Sell |
11,914
-51
| -0.4% | -$5.37K | 0.41% | 45 |
|
2023
Q2 | $1.29M | Sell |
11,965
-2,770
| -19% | -$299K | 0.43% | 43 |
|
2023
Q1 | $1.46M | Sell |
14,735
-1,705
| -10% | -$169K | 0.54% | 37 |
|
2022
Q4 | $1.51M | Sell |
16,440
-9,960
| -38% | -$915K | 0.54% | 39 |
|
2022
Q3 | $2.27M | Sell |
26,400
-6,390
| -19% | -$549K | 0.85% | 23 |
|
2022
Q2 | $2.94M | Sell |
32,790
-175
| -0.5% | -$15.7K | 1.08% | 19 |
|
2022
Q1 | $3.61M | Sell |
32,965
-540
| -2% | -$59.2K | 1.17% | 18 |
|
2021
Q4 | $3.89M | Sell |
33,505
-809
| -2% | -$94K | 1.31% | 19 |
|
2021
Q3 | $3.62M | Sell |
34,314
-3,225
| -9% | -$340K | 1.33% | 18 |
|
2021
Q2 | $3.95M | Sell |
37,539
-153,073
| -80% | -$16.1M | 1.47% | 16 |
|
2021
Q1 | $18.6M | Buy |
190,612
+185,262
| +3,463% | +$18M | 7.16% | 2 |
|
2020
Q4 | $489K | Hold |
5,350
| – | – | 0.19% | 65 |
|
2020
Q3 | $436K | Buy |
+5,350
| New | +$436K | 0.17% | 69 |
|