Sowell Financial Services’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,620	Closed	-$223K	–	1170
2021 Q1	$223K	Buy	1,620 +510	+46%	+$65.5K	0.01%	990
2020 Q4	$138K	Sell	1,110 -358	-24%	-$41.8K	0.01%	1020
2020 Q3	$161K	Buy	1,468 +84	+6%	+$9.2K	0.01%	807
2020 Q2	$142K	Sell	1,384 -1,084	-44%	-$105K	0.01%	852
2020 Q1	$214K	Sell	2,468 -151	-6%	-$15.3K	0.02%	630
2019 Q4	$282K	Sell	2,619 -27	-1%	-$2.79K	0.02%	603
2019 Q3	$263K	Buy	+2,646	New	+$261K	0.02%	568

Other funds holding ESGG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WDL

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sowell Financial Services's ESGG Position: Q2 2021 in Review

Sowell Financial Services sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q2 2021, closing a stake of 1,620 shares — an estimated $223K sold.

Sowell Financial Services first reported a position in ESGG in Q3 2019 and held it in 7 quarters. The position peaked at $282K in Q4 2019. 17 funds tracked by Wall St. Rank hold ESGG as of Q2 2021.

Sowell Financial Services reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,620 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2021, an estimated $223K.
Sowell Financial Services first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's FlexShares STOXX Global ESG Select Index Fund position peaked at $282K in Q4 2019.
17 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.