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

AE Wealth Management’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-91
Closed -$15.3K – 2193
2024
Q4 		$15.3K Buy
+91
New +$15.6K ﹤0.01% 1783

Other funds holding ESGG

SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management's ESGG Position: Q1 2025 in Review

AE Wealth Management sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q1 2025, closing a stake of 91 shares — an estimated $15.3K sold.

AE Wealth Management first reported a position in ESGG in Q4 2024 and held it in 1 quarter. The position peaked at $15.3K in Q4 2024. 33 funds tracked by Wall St. Rank hold ESGG as of Q1 2025.

  • AE Wealth Management reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 91 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2025, an estimated $15.3K.
  • AE Wealth Management first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's FlexShares STOXX Global ESG Select Index Fund position peaked at $15.3K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.