Synergy Asset Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell
2024 Q4	$2.39M	Buy
2024 Q3	$211K	Sell
2024 Q2	$230K	Buy
2024 Q1	–	Sell
2023 Q4	$210K	Buy