RVW Wealth’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 | $2.38M | Sell |
16,211
-52
| -0.3% | -$7.64K | 0.2% | 52 |
|
|
2025
Q1 | $2.18M | Sell |
16,263
-519
| -3% | -$69.7K | 0.21% | 50 |
|
|
2024
Q4 | $2.31M | Sell |
16,782
-154
| -0.9% | -$21.2K | 0.22% | 50 |
|
|
2024
Q3 | $2.3M | Buy |
16,936
+36
| +0.2% | +$4.89K | 0.21% | 52 |
|
|
2024
Q2 | $2.17M | Buy |
16,900
+30
| +0.2% | +$3.85K | 0.22% | 50 |
|
|
2024
Q1 | $2.14M | Sell |
16,870
-120
| -0.7% | -$15.2K | 0.22% | 48 |
|
|
2023
Q4 | $1.97M | Buy |
16,990
+27
| +0.2% | +$3.13K | 0.22% | 52 |
|
|
2023
Q3 | $1.79M | Buy |
16,963
+145
| +0.9% | +$15.3K | 0.22% | 51 |
|
|
2023
Q2 | $1.82M | Buy |
16,818
+1,921
| +13% | +$208K | 0.21% | 50 |
|
|
2023
Q1 | $1.48M | Buy |
14,897
+87
| +0.6% | +$8.64K | 0.18% | 59 |
|
|
2022
Q4 | $1.36M | Buy |
14,810
+115
| +0.8% | +$10.6K | 0.17% | 62 |
|
|
2022
Q3 | $1.26M | Buy |
14,695
+34
| +0.2% | +$2.92K | 0.18% | 68 |
|
|
2022
Q2 | $1.32M | Buy |
14,661
+59
| +0.4% | +$5.29K | 0.18% | 69 |
|
|
2022
Q1 | $1.6M | Buy |
14,602
+364
| +3% | +$39.9K | 0.18% | 59 |
|
|
2021
Q4 | $1.65M | Buy |
14,238
+750
| +6% | +$87.1K | 0.18% | 57 |
|
|
2021
Q3 | $1M | Sell |
13,488
-3,603
| -21% | -$267K | 0.12% | 65 |
|
|
2021
Q2 | $2M | Buy |
17,091
+54
| +0.3% | +$6.32K | 0.25% | 44 |
|
|
2021
Q1 | $2M | Buy |
17,037
+2,840
| +20% | +$333K | 0.26% | 44 |
|
|
2020
Q4 | $1M | Buy |
14,197
+5,708
| +67% | +$402K | 0.15% | 63 |
|
|
2020
Q3 | $691K | Buy |
8,489
+4,983
| +142% | +$406K | 0.12% | 68 |
|
|
2020
Q2 | $262K | Buy |
+3,506
| New | +$262K | 0.05% | 84 |
|