Stonebridge Financial Planning Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-151	Closed	-$16K	–	180
2021 Q4	$16K	Hold	151	–	–	0.01%	307
2021 Q3	$17K	Buy	151 +1	+0.7%	+$108	0.01%	307
2021 Q2	$16K	Buy	+150	New	+$15.3K	0.01%	317

Other funds holding ESG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stonebridge Financial Planning Group's ESG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2022, closing a stake of 151 shares — an estimated $16K sold.

Stonebridge Financial Planning Group first reported a position in ESG in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 151 FlexShares STOXX US ESG Select Index Fund shares in Q1 2022, an estimated $16K.
Stonebridge Financial Planning Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2021 and held it in 3 quarters.
Stonebridge Financial Planning Group's FlexShares STOXX US ESG Select Index Fund position peaked at $17K in Q3 2021.
35 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.