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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
-17,435
Closed -$2.39M – 291
2024
Q4 		$2.39M Buy
17,435
+15,879
+1,021% +$2.2M 0.19% 76
2024
Q3 		$211K Sell
1,556
-236
-13% -$30.9K 0.03% 129
2024
Q2 		$230K Buy
+1,792
New +$224K 0.04% 116
2024
Q1 		– Sell
-1,806
Closed -$210K – 138
2023
Q4 		$210K Buy
+1,806
New +$197K 0.04% 129

Other funds holding ESG

FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Asset Management's ESG Position: Q1 2025 in Review

Synergy Asset Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2025, closing a stake of 17,435 shares — an estimated $2.39M sold.

Synergy Asset Management first reported a position in ESG in Q4 2023 and held it in 4 quarters. The position peaked at $2.39M in Q4 2024. 46 funds tracked by Wall St. Rank hold ESG as of Q1 2025.

  • Synergy Asset Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 17,435 FlexShares STOXX US ESG Select Index Fund shares in Q1 2025, an estimated $2.39M.
  • Synergy Asset Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2023 and held it in 4 quarters.
  • Synergy Asset Management's FlexShares STOXX US ESG Select Index Fund position peaked at $2.39M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.