VitalStone Financial’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

VitalStone Financial’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
2024 Q3	$9.64K	Hold	71	–	–	0.01%	262
2024 Q2	$9.11K	Hold	71	–	–	0.01%	268
2024 Q1	$9K	Hold	71	–	–	0.01%	285
2023 Q4	$8K	Hold	71	–	–	0.01%	291
2023 Q3	$8K	Sell	71 -17	-19%	-$1.85K	0.01%	250
2023 Q2	$8K	Sell	88 -10	-10%	-$1.02K	﹤0.01%	689
2023 Q1	$11K	Hold	98	–	–	0.01%	204
2022 Q4	$9K	Buy	+98	New	+$9.06K	0.01%	359

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

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

REMPR

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

VitalStone Financial's ESG Position: Q3 2024 in Review

VitalStone Financial held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q3 2024 at 71 shares worth $9.64K. The position accounts for 0.01% of the portfolio, ranked #262.

VitalStone Financial first reported a position in ESG in Q4 2022 and has held it in 8 quarters since. The position peaked at $11K in Q1 2023. 46 funds tracked by Wall St. Rank hold ESG as of Q3 2024.

VitalStone Financial held 71 shares of FlexShares STOXX US ESG Select Index Fund worth $9.64K as of Q3 2024.
VitalStone Financial left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q3 2024.
FlexShares STOXX US ESG Select Index Fund made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #262 holding.
VitalStone Financial first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's FlexShares STOXX US ESG Select Index Fund position peaked at $11K in Q1 2023.
46 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.