SSWM
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Sheets Smith Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-1,000
Closed -$105K – 383
2023
Q3 		$105K Buy
+1,000
New +$109K 0.02% 343

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheets Smith Wealth Management's ESG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2023, closing a stake of 1,000 shares — an estimated $105K sold.

Sheets Smith Wealth Management first reported a position in ESG in Q3 2023 and held it in 1 quarter. The position peaked at $105K in Q3 2023. 39 funds tracked by Wall St. Rank hold ESG as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,000 FlexShares STOXX US ESG Select Index Fund shares in Q4 2023, an estimated $105K.
  • Sheets Smith Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $105K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.