Number of Shares
48,793.00
Current Holdings Value*
$9.22 Mil
% of Portfolio
4%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
12.38%

SK Wealth Management, LLC's FlexShares STOXX Global ESG Select Index Fund Holding Summary

As of 2025-06-30, SK Wealth Management, LLC held 48,793.00 shares of FlexShares STOXX Global ESG Select Index Fund(ESGG), totaling $9.22 Mil. This investment constitutes 4% of their stock portfolio, and SK Wealth Management, LLC now holds 10.17% of the outstanding FlexShares STOXX Global ESG Select Index Fund(ESGG) stock.

The initial trade took place in 2024Q3. And since then SK Wealth Management, LLC has made 1 purchases of ESGG, at an average price of $166.90, for a total of 52,309.00 shares. In addition, there have been 2 sales at an average price of $174.24 for 3,516.00 shares. Based on historical transaction data and ESGG's current price of $188.52, SK Wealth Management, LLC's estimated gain on his ESGG holdings is $1.08 Mil, reflecting a 12.38% gain to date.

SK Wealth Management, LLC ESGG ($188.52) Holding Chart

SK Wealth Management, LLC ESGG ($188.52) 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 %

Top Ranked Articles

  • 1