Advisory Services Network’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Advisory Services Network’s Portfolio ESG Stock Details ESG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$264K	Buy	+1,737	New	+$275K	﹤0.01%	1657
2021 Q3	–	Sell	-36	Closed	-$4K	–	1948
2021 Q2	$4K	Buy	+36	New	+$3.68K	﹤0.01%	3126
2021 Q1	–	Sell	-36	Closed	-$3K	–	1778
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	2873
2020 Q3	$3K	Buy	+36	New	+$2.9K	﹤0.01%	2938
2018 Q3	–	Sell	-2,835	Closed	-$190K	–	2528
2018 Q2	$190K	Buy	+2,835	New	+$182K	0.01%	752

Other funds holding ESG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Services Network's ESG Position: Q1 2026 in Review

Advisory Services Network opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026: 1,737 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ESG as recently as Q2 2021.

Advisory Services Network first reported a position in ESG in Q2 2018 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Advisory Services Network held 1,737 shares of FlexShares STOXX US ESG Select Index Fund worth $264K as of Q1 2026.
FlexShares STOXX US ESG Select Index Fund was a new Advisory Services Network position in Q1 2026.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1657 holding.
Advisory Services Network first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2018 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.