INTERACTIVE FINANCIAL ADVISORS, INC. ESG Holdings History
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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