Wealthcare Advisory Partners’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Wealthcare Advisory Partners’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
2025 Q3	–	Sell	-1,890	Closed	-$278K	–	1031
2025 Q2	$278K	Hold	1,890	–	–	0.01%	818
2025 Q1	$254K	Hold	1,890	–	–	0.01%	804
2024 Q4	$260K	Hold	1,890	–	–	0.01%	760
2024 Q3	$257K	Hold	1,890	–	–	0.01%	756
2024 Q2	$242K	Hold	1,890	–	–	0.01%	735
2024 Q1	$239K	Sell	1,890 -20	-1%	-$2.42K	0.01%	730
2023 Q4	$222K	Hold	1,910	–	–	0.01%	692
2023 Q3	$201K	Hold	1,910	–	–	0.01%	662
2023 Q2	$206K	Buy	+1,910	New	+$195K	0.01%	675
2021 Q2	–	Sell	-120	Closed	-$12K	–	932
2021 Q1	$12K	Buy	+120	New	+$11.4K	﹤0.01%	1383

Other funds holding ESG

LPL Financial San Diego, California $377B AUM 19.32% 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

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

IFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Wealthcare Advisory Partners's ESG Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2025, closing a stake of 1,890 shares — an estimated $278K sold.

Wealthcare Advisory Partners first reported a position in ESG in Q1 2021 and held it in 10 quarters. The position peaked at $278K in Q2 2025. 48 funds tracked by Wall St. Rank hold ESG as of Q3 2025.

Wealthcare Advisory Partners reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,890 FlexShares STOXX US ESG Select Index Fund shares in Q3 2025, an estimated $278K.
Wealthcare Advisory Partners first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2021 and held it in 10 quarters.
Wealthcare Advisory Partners's FlexShares STOXX US ESG Select Index Fund position peaked at $278K in Q2 2025.
48 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.