Better Money Decisions’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Better Money Decisions’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	$447K	Buy	3,044 +8	+0.3%	+$1.09K	0.27%	53
2025 Q1	$408K	Buy	3,036 +6	+0.2%	+$840	0.27%	53
2024 Q4	$417K	Buy	3,030 +11	+0.4%	+$1.52K	0.29%	49
2024 Q3	$410K	Buy	3,019 +9	+0.3%	+$1.18K	0.29%	47
2024 Q2	$386K	Buy	3,010 +10	+0.3%	+$1.25K	0.29%	46
2024 Q1	$380K	Buy	+3,000	New	+$363K	0.3%	45

Other funds holding ESG

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

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 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 $79.5B AUM 27.1% 1-Year Est. Return

Better Money Decisions's ESG Position: Q2 2025 in Review

Better Money Decisions increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 0.26% in Q2 2025, buying an estimated $1.09K and bringing the position to 3,044 shares worth $447K. The position accounts for 0.27% of the portfolio, ranked #53.

Better Money Decisions 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.

Better Money Decisions held 3,044 shares of FlexShares STOXX US ESG Select Index Fund worth $447K as of Q2 2025.
Better Money Decisions bought 8 FlexShares STOXX US ESG Select Index Fund shares in Q2 2025, an estimated $1.09K.
FlexShares STOXX US ESG Select Index Fund made up 0.27% of Better Money Decisions's portfolio in Q2 2025, its #53 holding.
Better Money Decisions 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 Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.