Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free ESG Stock Alerts

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

FlexShares STOXX US ESG Select Index Fund logo
$167.34 +2.14 (+1.30%)
As of 01:43 PM Eastern
Compare

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)
$14.78M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.54M
Get ESG Insider Trade Alerts

Want to know when executives and insiders are buying or selling FlexShares STOXX US ESG Select Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ESG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2026 Interactive 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%
4/16/2026 Founders 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%
2/13/2026 Kestra Advisory Services LLC300$47K0.0%N/A0.036%
2/12/2026Empire Financial Management Company LLC1,514$240K0.1%-4.8%0.184%
2/12/2026 Commonwealth 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%
2/10/2026 Founders Financial Securities LLC6,261$991K0.1%+74.8%0.759%
2/9/2026Harbour Investments Inc.762$121K0.0%-9.6%0.092%
2/9/2026 Interactive 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%
1/16/2026 Values 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%
10/29/2025 Interactive 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%
10/17/2025NovaPoint Capital LLC2,073$320K0.1%N/A0.251%
10/15/2025 Founders 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%
9/22/2025 Caldwell 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%
7/15/2025 Well 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%
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%
2/6/2024First Horizon Advisors Inc.1,212$141K0.0%N/A0.073%
2/1/2024Monument Group Wealth Advisors LLC2,378$276K0.2%N/A0.144%
1/19/2024Synergy Asset Management LLC1,806$210K0.0%N/A0.109%
1/16/2024CVA Family Office LLC225$26K0.0%N/A0.014%


ESG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESG shares?

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.

Which institutional investors have been buying FlexShares STOXX US ESG Select Index Fund's stock?

Of the 33 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), Horizon Investments LLC ($6.90K), SGL Investment Advisors Inc. ($6.36K), and Founders Financial Securities LLC ($6.26K).

How much institutional buying is happening at FlexShares STOXX US ESG Select Index Fund?

Institutional investors have bought a total of 96,061 shares in the last 24 months. This purchase volume represents approximately $14.78M in transactions.

Which of FlexShares STOXX US ESG Select Index Fund's major shareholders have been selling company stock?

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 ($10.71K), Royal Bank of Canada ($7.02K), Gilbert Capital Group Inc. ($1.50K), Roof Eidam Maycock Peralta LLC ($1.10K), Commonwealth Equity Services LLC ($858.00), and RVW Wealth LLC ($683.00).

How much institutional selling is happening at FlexShares STOXX US ESG Select Index Fund?

Institutional investors have sold a total of 55,086 shares in the last 24 months. This volume of shares sold represents approximately $8.54M in transactions.


Related Companies

This page (BATS:ESG) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel