Institutional Ownership Flexshares Stoxx Global Esg Se (ESGG)
This table provides information about the institutional ownership of Flexshares Stoxx Global Esg Se (ESGG). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 397,743 shares, which have been reported (via 13F filing form) to have a value of $71.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,245
shares
|
$224,560
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,208
shares
|
$217,886
0.02% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
701
shares
|
$126,439
0.0% of portfolio
|
Q4 2023
Reduced 11.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
588
shares
|
$106,057
0.03% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
486
shares
|
$87,659
0.03% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
353
shares
|
$63,670
0.03% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
286
shares
|
$51,585
0.0% of portfolio
|
Q4 2024
Added 3077.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
285
shares
|
$51,405
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
200
shares
|
$36,074
0.0% of portfolio
|
Q3 2024
Added 19900.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
91
shares
|
$16,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
87
shares
|
$15,692
0.01% of portfolio
|
Q1 2023
Reduced 3.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
65
shares
|
$11,724
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52
shares
|
$9,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
28
shares
|
$5,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
24
shares
|
$4,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|