VisionPoint Advisory Group’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-98	Closed	-$16.1K	–	404
2024 Q2	$16.1K	Buy	98 +2	+2%	+$323	0.01%	425
2024 Q1	$15.6K	Hold	96	–	–	0.01%	412
2023 Q4	$14.4K	Buy	+96	New	+$13.5K	0.01%	387
2023 Q3	–	Sell	-96	Closed	-$13.5K	–	724
2023 Q2	$13.5K	Buy	+96	New	+$13.1K	0.01%	362

Other funds holding ESGG

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

VisionPoint Advisory Group's ESGG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q3 2024, closing a stake of 98 shares — an estimated $16.1K sold.

VisionPoint Advisory Group first reported a position in ESGG in Q2 2023 and held it in 4 quarters. The position peaked at $16.1K in Q2 2024. 39 funds tracked by Wall St. Rank hold ESGG as of Q3 2024.

VisionPoint Advisory Group reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 98 FlexShares STOXX Global ESG Select Index Fund shares in Q3 2024, an estimated $16.1K.
VisionPoint Advisory Group first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's FlexShares STOXX Global ESG Select Index Fund position peaked at $16.1K in Q2 2024.
39 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.