Wealthcare Advisory Partners’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$2.53K | 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 | +$206K | 0.01% | 675 |
|
|
2021
Q2 | – | Sell |
-120
| Closed | -$12K | – | 932 |
|
|
2021
Q1 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 1383 |
|