Institutional Ownership Flexshares Stoxx Us Esg Select (ESG)
This table provides information about the institutional ownership of Flexshares Stoxx Us Esg Select (ESG). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 524,688 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
2,378
shares
|
$0
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,347
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
2,347
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,140
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 61.46%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
2,073
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,021
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,017
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,914
shares
|
$0
0.08% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,890
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,800
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 45.14%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,783
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,657
shares
|
$0
0.1% of portfolio
|
Q4 2021
Added 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,608
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,511
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
1,486
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,240
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,052
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
490
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 3.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
250
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
225
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
201
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
154
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
131
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 74.67%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
115
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|