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

Avantax Advisory Services’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
2025 Q2	$296K	Hold	2,017	–	–	﹤0.01%	1916
2025 Q1	$271K	Hold	2,017	–	–	﹤0.01%	1904
2024 Q4	$278K	Hold	2,017	–	–	﹤0.01%	1833
2024 Q3	$274K	Hold	2,017	–	–	﹤0.01%	1822
2024 Q2	$259K	Sell	2,017 -29	-1%	-$3.62K	﹤0.01%	1798
2024 Q1	$259K	Buy	+2,046	New	+$248K	﹤0.01%	1390

Other funds holding ESG

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

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

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

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

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

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

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's ESG Position: Q2 2025 in Review

Avantax Advisory Services held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q2 2025 at 2,017 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Avantax Advisory Services first reported a position in ESG in Q1 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold ESG as of Q2 2025.

Avantax Advisory Services held 2,017 shares of FlexShares STOXX US ESG Select Index Fund worth $296K as of Q2 2025.
Avantax Advisory Services left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q2 2025.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1916 holding.
Avantax Advisory Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2024 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.