Sheets Smith Wealth Management’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
2023
Q4
Sell
-1,000
Closed -$105K 383
2023
Q3
$105K Buy
+1,000
New +$105K 0.02% 343