RPg Family Wealth Advisory’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

RPg Family Wealth Advisory’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
2020 Q1	–	Sell	-1,605	Closed	-$124K	–	262
2019 Q4	$124K	Hold	1,605	–	–	0.07%	113
2019 Q3	$114K	Hold	1,605	–	–	0.07%	112
2019 Q2	$112K	Buy	1,605 +150	+10%	+$10.3K	0.07%	109
2019 Q1	$97.6K	Buy	1,455 +195	+15%	+$12.6K	0.06%	120
2018 Q4	$74.8K	Hold	1,260	–	–	0.07%	84
2018 Q3	$86.8K	Hold	1,260	–	–	0.07%	82
2018 Q2	$81.1K	Hold	1,260	–	–	0.06%	89
2018 Q1	$79K	Buy	1,260 +180	+17%	+$11.6K	0.06%	75
2017 Q4	$68.7K	Hold	1,080	–	–	0.06%	95
2017 Q3	$63.7K	Hold	1,080	–	–	0.05%	117
2017 Q2	$61.4K	Buy	+1,080	New	+$61K	0.05%	119

Other funds holding ESG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WDL

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

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

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

RPg Family Wealth Advisory's ESG Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2020, closing a stake of 1,605 shares — an estimated $124K sold.

RPg Family Wealth Advisory first reported a position in ESG in Q2 2017 and held it in 11 quarters. The position peaked at $124K in Q4 2019. 28 funds tracked by Wall St. Rank hold ESG as of Q1 2020.

RPg Family Wealth Advisory reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,605 FlexShares STOXX US ESG Select Index Fund shares in Q1 2020, an estimated $124K.
RPg Family Wealth Advisory first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2017 and held it in 11 quarters.
RPg Family Wealth Advisory's FlexShares STOXX US ESG Select Index Fund position peaked at $124K in Q4 2019.
28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.