Wagner Wealth Management (South Carolina)’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021 Q3	–	Sell	-20	Closed	-$2K	–	668
2021 Q2	$2K	Sell	20 -435	-96%	-$44.4K	﹤0.01%	630
2021 Q1	$44K	Buy	+455	New	+$43.1K	0.03%	240

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

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

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

REMPR

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

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

IFA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ESG Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in ESG in Q1 2021 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 40 funds tracked by Wall St. Rank hold ESG as of Q3 2021.

Wagner Wealth Management (South Carolina) reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 20 FlexShares STOXX US ESG Select Index Fund shares in Q3 2021, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2021 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s FlexShares STOXX US ESG Select Index Fund position peaked at $44K in Q1 2021.
40 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.