AE Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

AE Wealth Management’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	$17.4K	Hold	115	–	–	﹤0.01%	2182
2025 Q4	$18.2K	Hold	115	–	–	﹤0.01%	2046
2025 Q3	$17.7K	Hold	115	–	–	﹤0.01%	1916
2025 Q2	$16.9K	Hold	115	–	–	﹤0.01%	1798
2025 Q1	$15.4K	Hold	115	–	–	﹤0.01%	1794
2024 Q4	$15.8K	Buy	+115	New	+$15.9K	﹤0.01%	1777
2024 Q1	–	Sell	-2,759	Closed	-$326K	–	1397
2023 Q4	$326K	Sell	2,759 -107	-4%	-$11.7K	﹤0.01%	1661
2023 Q3	$302K	Buy	+2,866	New	+$312K	﹤0.01%	1609

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

AE Wealth Management's ESG Position: Q1 2026 in Review

AE Wealth Management held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 115 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

AE Wealth Management first reported a position in ESG in Q3 2023 and has held it in 8 quarters since. The position peaked at $326K in Q4 2023. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

AE Wealth Management held 115 shares of FlexShares STOXX US ESG Select Index Fund worth $17.4K as of Q1 2026.
AE Wealth Management left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q1 2026.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2182 holding.
AE Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $326K in Q4 2023.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.