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Berger Financial Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-1,486
Closed -$205K – 421
2024
Q4 		$205K Buy
+1,486
New +$206K 0.01% 405

Other funds holding ESG

FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berger Financial Group's ESG Position: Q1 2025 in Review

Berger Financial Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2025, closing a stake of 1,486 shares — an estimated $205K sold.

Berger Financial Group first reported a position in ESG in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 46 funds tracked by Wall St. Rank hold ESG as of Q1 2025.

  • Berger Financial Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 1,486 FlexShares STOXX US ESG Select Index Fund shares in Q1 2025, an estimated $205K.
  • Berger Financial Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and held it in 1 quarter.
  • Berger Financial Group's FlexShares STOXX US ESG Select Index Fund position peaked at $205K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.