Olde Wealth Management, LLC
Position in ESG — FlexShares STOXX US ESG Select Index Fund
CIK 1840760
SAMMAMISH, WA
All Filings in ESG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ESG | $5,035,340 | 33,184 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 ESG | $5,268,550 | 33,293 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 ESG | $5,201,103 | 33,725 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 ESG | $9,051,562 | 67,373 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 ESG | $11,145,761 | 80,893 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 ESG | $11,127,609 | 81,911 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 ESG | $10,591,878 | 82,562 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 ESG | $10,500,732 | 82,954 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 ESG | $10,230,680 | 88,175 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 ESG | $9,347,189 | 88,699 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 ESG | $9,655,364 | 89,337 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 ESG | $8,076,639 | 81,321 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 ESG | $7,495,664 | 81,629 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 ESG | $6,075,534 | 70,714 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 ESG | $6,611,976 | 73,745 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 ESG | $7,898,938 | 72,043 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 ESG | $8,057,809 | 69,367 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 ESG | $7,525,133 | 71,308 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 ESG | $7,548,034 | 71,832 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 ESG | $7,068,686 | 72,579 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 ESG | $6,378,349 | 69,756 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||