Winslow Evans & Crocker’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$19K	Buy	+210	New	+$18.1K	﹤0.01%	799

Other funds holding ESG

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's ESG Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2020: 210 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

33 funds tracked by Wall St. Rank hold ESG as of Q4 2020.

Winslow Evans & Crocker held 210 shares of FlexShares STOXX US ESG Select Index Fund worth $19K as of Q4 2020.
FlexShares STOXX US ESG Select Index Fund was a new Winslow Evans & Crocker position in Q4 2020.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #799 holding.
33 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.