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

Wealthcare Advisory Partners’s Portfolio ESGG Stock Details ESGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,286	Closed	-$212K	–	885
2024 Q2	$212K	Buy	+1,286	New	+$208K	0.01%	776
2024 Q1	–	Sell	-1,598	Closed	-$239K	–	813
2023 Q4	$239K	Sell	1,598 -10	-0.6%	-$1.4K	0.01%	670
2023 Q3	$217K	Sell	1,608 -339	-17%	-$47.5K	0.01%	635
2023 Q2	$273K	Sell	1,947 -65	-3%	-$8.84K	0.01%	590
2023 Q1	$266K	Buy	+2,012	New	+$258K	0.01%	616

Other funds holding ESGG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

Wealthcare Advisory Partners's ESGG Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q3 2024, closing a stake of 1,286 shares — an estimated $212K sold.

Wealthcare Advisory Partners first reported a position in ESGG in Q1 2023 and held it in 5 quarters. The position peaked at $273K in Q2 2023. 39 funds tracked by Wall St. Rank hold ESGG as of Q3 2024.

Wealthcare Advisory Partners reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q3 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,286 FlexShares STOXX Global ESG Select Index Fund shares in Q3 2024, an estimated $212K.
Wealthcare Advisory Partners first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2023 and held it in 5 quarters.
Wealthcare Advisory Partners's FlexShares STOXX Global ESG Select Index Fund position peaked at $273K in Q2 2023.
39 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.