Wealth Enhancement Advisory Services’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Buy |
+1,127
| New | +$213K | ﹤0.01% | 2920 |
|
2025
Q1 | – | Sell |
-12,531
| Closed | -$2.11M | – | 2979 |
|
2024
Q4 | $2.11M | Buy |
12,531
+5,576
| +80% | +$937K | ﹤0.01% | 1160 |
|
2024
Q3 | $1.2M | Sell |
6,955
-16
| -0.2% | -$2.76K | ﹤0.01% | 1295 |
|
2024
Q2 | $1.15M | Sell |
6,971
-107
| -2% | -$17.6K | ﹤0.01% | 1215 |
|
2024
Q1 | $1.15M | Sell |
7,078
-292
| -4% | -$47.6K | ﹤0.01% | 1171 |
|
2023
Q4 | $1.1M | Buy |
+7,370
| New | +$1.1M | ﹤0.01% | 1134 |
|