WWM
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Wagner Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Wagner Wealth Management’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-20
Closed -$2K – 668
2021
Q2 		$2K Sell
20
-435
-96% -$43.5K ﹤0.01% 630
2021
Q1 		$44K Buy
+455
New +$44K 0.03% 240