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Savvy Advisors Inc’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Savvy Advisors Inc’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,247
Closed -$215K – 456
2024
Q3 		$215K Sell
1,247
-58
-4% -$9.68K 0.04% 325
2024
Q2 		$215K Sell
1,305
-13
-1% -$2.1K 0.07% 282
2024
Q1 		$215K Buy
+1,318
New +$206K 0.12% 205

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savvy Advisors Inc's ESGG Position: Q4 2024 in Review

Savvy Advisors Inc sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q4 2024, closing a stake of 1,247 shares — an estimated $215K sold.

Savvy Advisors Inc first reported a position in ESGG in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 38 funds tracked by Wall St. Rank hold ESGG as of Q4 2024.

  • Savvy Advisors Inc reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 1,247 FlexShares STOXX Global ESG Select Index Fund shares in Q4 2024, an estimated $215K.
  • Savvy Advisors Inc first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2024 and held it in 3 quarters.
  • Savvy Advisors Inc's FlexShares STOXX Global ESG Select Index Fund position peaked at $215K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.