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Steward Partners Investment Advisory’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Steward Partners Investment Advisory’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
2023
Q1 		– Sell
-10
Closed -$1.21K – 3343
2022
Q4 		$1.21K Buy
+10
New +$1.2K ﹤0.01% 3105

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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

Steward Partners Investment Advisory's ESGG Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q1 2023, closing a stake of 10 shares — an estimated $1.21K sold.

Steward Partners Investment Advisory first reported a position in ESGG in Q4 2022 and held it in 1 quarter. The position peaked at $1.21K in Q4 2022. 23 funds tracked by Wall St. Rank hold ESGG as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2023, an estimated $1.21K.
  • Steward Partners Investment Advisory first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's FlexShares STOXX Global ESG Select Index Fund position peaked at $1.21K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.