Number of Shares
35,232.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
11.62%

INTERACTIVE FINANCIAL ADVISORS, INC.'s FlexShares STOXX US ESG Select Index Fund Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 35,232.00 shares of FlexShares STOXX US ESG Select Index Fund(ESG), totaling $4.73 Mil. This investment constitutes 2.51% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 4.14% of the outstanding FlexShares STOXX US ESG Select Index Fund(ESG) stock.

The initial trade took place in 2021Q2. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 8 purchases of ESG, at an average price of $111.25, for a total of 81,325.00 shares. In addition, there have been 8 sales at an average price of $108.63 for 46,093.00 shares. Based on historical transaction data and ESG's current price of $144.52, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his ESG holdings is $1.05 Mil, reflecting a 11.62% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. ESG ($144.52) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. ESG ($144.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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