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FlexShares STOXX US ESG Select Index Fund (ESG) Institutional Ownership

FlexShares STOXX US ESG Select Index Fund logo
$174.84 +0.26 (+0.15%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares STOXX US ESG Select Index Fund (BATS:ESG)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$16.01M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.22M
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ESG Institutional Buying and Selling by Quarter

FlexShares STOXX US ESG Select Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026Curry Webb Wealth Management LLC4,457$676K0.3%N/A0.540%
5/19/2026Bank of America Corp DE4,757$722K0.0%-4.3%0.577%
5/18/2026Royal Bank of Canada13,608$2.07M0.0%+101.3%1.649%
5/13/2026Cetera Investment Advisers3,551$539K0.0%+4.6%0.430%
4/29/2026Interactive Financial Advisors Inc.3,337$506K0.3%-6.1%0.404%
4/21/2026 First United Bank & Trust18,930$2.87M0.9%-27.6%2.295%
4/20/2026 Gilbert Capital Group Inc.4,476$679K0.5%-21.5%0.543%
4/16/2026Founders Financial Securities LLC6,135$972K0.1%-2.0%0.744%
2/18/2026EP Wealth Advisors LLC3,061$484K0.0%N/A0.371%
2/17/2026Royal Bank of Canada6,760$1.07M0.0%-50.9%0.819%
2/13/2026Kestra Advisory Services LLC300$47K0.0%N/A0.036%
2/12/2026Empire Financial Management Company LLC1,514$240K0.1%-4.8%0.184%
2/12/2026Commonwealth Equity Services LLC5,970$945K0.0%-12.6%0.724%
2/12/2026Olde Wealth Management LLC33,293$5.27M1.6%-1.3%4.036%
2/11/2026LPL Financial LLC50,987$8.07M0.0%+11.9%6.180%
2/10/2026Founders Financial Securities LLC6,261$991K0.1%+74.8%0.759%
2/9/2026Harbour Investments Inc.762$121K0.0%-9.6%0.092%
2/9/2026Interactive Financial Advisors Inc.3,554$562K0.4%-81.1%0.431%
2/6/2026SGL Investment Advisors Inc.6,189$983K0.4%+2.9%0.750%
2/2/2026Horizon Investments LLC6,898$1.09M0.0%+92.6%0.836%
1/23/2026 Farther Finance Advisors LLC293$46K0.0%+46.5%0.036%
1/23/2026 Gilbert Capital Group Inc.5,699$902K0.7%-2.2%0.691%
1/21/2026 First United Bank & Trust26,150$4.14M1.3%-4.5%3.170%
1/16/2026Values Added Financial LLC1,270$201K0.1%N/A0.154%
1/9/2026 Dynamic Advisor Solutions LLC1,945$308K0.0%+13.8%0.236%
12/2/2025 Gilbert Capital Group Inc.5,828$899K0.7%-2.5%0.706%
11/17/2025Susquehanna International Group LLP18,067$2.79M0.0%+69.0%2.190%
11/17/2025Citadel Advisors LLC18,078$2.79M0.0%+368.3%2.191%
11/17/2025Bank of America Corp DE4,724$729K0.0%-1.5%0.573%
11/14/2025Horizon Investments LLC3,582$552K0.0%N/A0.434%
11/14/2025Two Sigma Investments LP1,800$278K0.0%N/A0.218%
11/14/2025Olde Wealth Management LLC33,725$5.29M1.6%N/A4.088%
11/10/2025Ameritas Investment Partners Inc.385$59K0.0%-21.4%0.047%
11/5/2025Envestnet Asset Management Inc.2,844$439K0.0%+4.6%0.345%
11/4/2025SGL Investment Advisors Inc.6,013$943K0.4%+3.3%0.729%
10/29/2025Interactive Financial Advisors Inc.18,811$2.90M1.6%-46.7%2.280%
10/27/2025Roof Eidam Maycock Peralta LLC9,033$1.39M0.3%-2.2%1.095%
10/27/2025 First United Bank & Trust27,385$4.22M1.4%-3.8%3.319%
10/21/2025Global Retirement Partners LLC950$147K0.0%N/A0.115%
10/21/2025 RVW Wealth LLC16,047$2.48M0.2%-1.0%1.945%
The pact that ran the world and dollar just expired (Ad)

In 1974, a U.S.-Saudi deal tied oil sales exclusively to dollars, forcing nations worldwide to hold dollars and recycle profits into Treasuries. That agreement came up for renewal in June 2024 and quietly lapsed. Since then, Saudi Arabia signed a $7 billion currency swap with China, began settling some oil trades in yuan, and joined Beijing's mBridge payment network. Meanwhile, the 10-year yield is pushing toward 4.4percent on a $39 trillion debt load. Garrett Goggin, CFA and CMT, says gold miners still priced for sub-$2,000 gold could hold the real leverage as this shift plays out.tc pixel

See the four gold miners Garrett Goggin says are positioned now
10/17/2025NovaPoint Capital LLC2,073$320K0.1%N/A0.251%
10/15/2025Founders Financial Securities LLC3,582$552K0.0%N/A0.434%
10/9/2025 Dynamic Advisor Solutions LLC1,709$264K0.0%+5.1%0.207%
9/30/2025 Gilbert Capital Group Inc.5,978$878K0.7%N/A0.725%
9/22/2025Caldwell Trust Co395$58K0.0%N/A0.048%
8/13/2025Flow Traders U.S. LLC1,457$214K0.0%-15.0%0.177%
8/1/2025Envestnet Asset Management Inc.2,720$399K0.0%+17.5%0.330%
7/30/2025 Citizens & Northern Corp1,456$214K0.1%N/A0.176%
7/29/2025Roof Eidam Maycock Peralta LLC9,234$1.36M0.3%-2.0%1.119%
7/23/2025SGL Investment Advisors Inc.5,820$855K0.4%+1.9%0.705%
7/18/2025 First United Bank & Trust28,476$4.18M1.5%-3.9%3.452%
7/15/2025Well Done LLC5,165$758K0.1%+5.9%0.626%
7/11/2025 Farther Finance Advisors LLC200$29K0.0%N/A0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC2,021$300K0.0%N/A0.245%
5/15/2025Royal Bank of Canada6,538$879K0.0%+2.8%0.769%
5/9/2025Roof Eidam Maycock Peralta LLC9,419$1.27M0.3%-7.1%1.108%
5/9/2025SGL Investment Advisors Inc.5,709$773K0.4%+4.7%0.672%
5/8/2025Harbour Investments Inc.1,125$151K0.0%-9.3%0.132%
5/8/2025RVW Wealth LLC16,263$2.19M0.2%-3.1%1.913%
5/7/2025LPL Financial LLC42,802$5.75M0.0%+1.2%5.036%
4/29/2025Interactive Financial Advisors Inc.35,232$4.73M2.5%-1.8%4.145%
4/29/2025Olde Wealth Management LLC67,373$9.05M3.2%-16.7%7.926%
4/22/2025Cambridge Investment Research Advisors Inc.5,503$739K0.0%-23.1%0.629%
4/15/2025First United Bank & Trust29,635$3.98M1.5%-14.9%3.387%
3/17/2025Wealth Enhancement Advisory Services LLC2,347$323K0.0%N/A0.254%
2/17/2025SGL Investment Advisors Inc.5,453$787K0.4%-3.1%0.341%
2/17/2025Citadel Advisors LLC4,687$646K0.0%-42.2%0.293%
2/17/2025Bank of America Corp DE4,752$655K0.0%-3.1%0.297%
2/14/2025Northern Trust Corp133,667$18.42M0.0%-44.2%8.354%
2/14/2025Berger Financial Group Inc1,486$205K0.0%N/A0.093%
2/14/2025Susquehanna International Group LLP15,061$2.08M0.0%-28.0%0.941%
2/13/2025Raymond James Financial Inc.2,021$278K0.0%N/A0.126%
2/11/2025Crowley Wealth Management Inc.250$34K0.0%N/A0.016%
2/11/2025LPL Financial LLC42,293$5.83M0.0%-1.9%2.643%
2/11/2025Financial Network Wealth Management LLC80,893$11.15M4.0%-1.2%5.056%
2/7/2025Independent Advisor Alliance2,590$357K0.0%N/A0.162%
2/6/2025Raymond James Financial Inc.2,021$278K0.0%N/A0.126%
2/6/2025Interactive Financial Advisors Inc.35,867$4.94M2.6%-1.6%2.242%
2/3/2025First Horizon Advisors Inc.1,052$145K0.0%-10.6%0.066%
2/3/2025Capital Advisory Group Advisory Services LLC4,000$551K0.2%+14.3%0.250%
1/23/2025RVW Wealth LLC16,782$2.31M0.2%-0.9%1.049%
1/23/2025Synergy Asset Management LLC17,435$2.39M0.2%+1,020.5%1.090%
1/16/2025First United Bank & Trust34,820$4.80M1.7%-8.7%2.176%
11/15/2024SGL Investment Advisors Inc.5,625$781K0.4%N/A0.352%
10/21/2024Roof Eidam Maycock Peralta LLC10,175$1.38M0.4%-17.8%0.636%
10/15/2024First United Bank & Trust38,121$5.18M1.9%-5.7%2.383%
10/8/2024Dynamic Advisor Solutions LLC1,511$205K0.0%N/A0.094%
8/7/2024Ashton Thomas Private Wealth LLC680$87K0.0%N/A0.043%
8/5/2024Synergy Asset Management LLC1,792$230K0.0%N/A0.112%
7/31/2024Commonwealth Equity Services LLC6,745$865K0.0%+3.4%0.422%
The pact that ran the world and dollar just expired (Ad)

In 1974, a U.S.-Saudi deal tied oil sales exclusively to dollars, forcing nations worldwide to hold dollars and recycle profits into Treasuries. That agreement came up for renewal in June 2024 and quietly lapsed. Since then, Saudi Arabia signed a $7 billion currency swap with China, began settling some oil trades in yuan, and joined Beijing's mBridge payment network. Meanwhile, the 10-year yield is pushing toward 4.4percent on a $39 trillion debt load. Garrett Goggin, CFA and CMT, says gold miners still priced for sub-$2,000 gold could hold the real leverage as this shift plays out.tc pixel

See the four gold miners Garrett Goggin says are positioned now
7/31/2024Citizens & Northern Corp2,520$323K0.1%+8.6%0.158%
7/9/2024Mather Group LLC.1,200$152K0.0%N/A0.075%
5/8/2024Avantax Advisory Services Inc.2,046$259K0.0%N/A0.128%
5/7/2024Roof Eidam Maycock Peralta LLC12,385$1.57M0.4%+4.0%0.774%
5/2/2024Better Money Decisions LLC3,000$380K0.3%N/A0.188%
4/30/2024Commonwealth Equity Services LLC6,521$826K0.0%-21.9%0.408%
4/8/2024RVW Wealth LLC16,870$2.14M0.2%-0.7%1.022%
2/15/2024Forefront Analytics LLC39,972$4.64M2.3%N/A2.423%
2/9/2024Citizens & Northern Corp2,206$256K0.1%N/A0.134%
2/8/2024First United Bank & Trust42,710$4.96M2.0%+5.8%2.588%


ESG Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of FlexShares STOXX US ESG Select Index Fund. The most heavily invested institutionals were Northern Trust Corp ($18.42M), Financial Network Wealth Management LLC ($11.15M), LPL Financial LLC ($8.07M), Olde Wealth Management LLC ($5.27M), First United Bank & Trust ($2.87M), Citadel Advisors LLC ($2.79M), and Susquehanna International Group LLP ($2.79M).Learn more on FlexShares STOXX US ESG Select Index Fund's institutional investors.

Of the 32 institutional investors that purchased FlexShares STOXX US ESG Select Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Olde Wealth Management LLC ($33.73K), Synergy Asset Management LLC ($17.67K), Citadel Advisors LLC ($14.22K), Susquehanna International Group LLP ($7.38K), Royal Bank of Canada ($7.03K), Horizon Investments LLC ($6.90K), and SGL Investment Advisors Inc. ($6.36K).

Institutional investors have bought a total of 103,957 shares in the last 24 months. This purchase volume represents approximately $16.01M in transactions.

Of the 14 institutional investors that sold FlexShares STOXX US ESG Select Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Interactive Financial Advisors Inc. ($31.96K), First United Bank & Trust ($9.55K), Royal Bank of Canada ($7.02K), Gilbert Capital Group Inc. ($1.50K), Commonwealth Equity Services LLC ($858.00), Olde Wealth Management LLC ($432.00), and Roof Eidam Maycock Peralta LLC ($386.00).

Institutional investors have sold a total of 52,794 shares in the last 24 months. This volume of shares sold represents approximately $8.22M in transactions.


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This page (BATS:ESG) was last updated on 7/26/2026 by MarketBeat.com Staff.
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