Allworth Financial’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Allworth Financial’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
2026 Q1	–	Sell	-16	Closed	-$3.28K	–	5238
2025 Q4	$3.28K	Hold	16	–	–	﹤0.01%	3931
2025 Q3	$3.16K	Hold	16	–	–	﹤0.01%	3794
2025 Q2	$3K	Hold	16	–	–	﹤0.01%	3536
2025 Q1	$2.69K	Sell	16 -685	-98%	-$119K	﹤0.01%	3081
2024 Q4	$122K	Hold	701	–	–	﹤0.01%	1173
2024 Q3	$121K	Hold	701	–	–	﹤0.01%	1002
2024 Q2	$116K	Hold	701	–	–	﹤0.01%	1014
2024 Q1	$114K	Hold	701	–	–	﹤0.01%	975
2023 Q4	$105K	Sell	701 -87	-11%	-$12.2K	﹤0.01%	923
2023 Q3	$106K	Buy	788 +87	+12%	+$12.2K	﹤0.01%	859
2023 Q2	$98.3K	Buy	+701	New	+$95.3K	﹤0.01%	907

Other funds holding ESGG

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Allworth Financial's ESGG Position: Q1 2026 in Review

Allworth Financial sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q1 2026, closing a stake of 16 shares — an estimated $3.28K sold.

Allworth Financial first reported a position in ESGG in Q2 2023 and held it in 11 quarters. The position peaked at $122K in Q4 2024. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

Allworth Financial reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 16 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2026, an estimated $3.28K.
Allworth Financial first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q2 2023 and held it in 11 quarters.
Allworth Financial's FlexShares STOXX Global ESG Select Index Fund position peaked at $122K in Q4 2024.
32 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.