BSW Wealth Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

BSW Wealth Partners’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 Q2	$328K	Hold	1,407	–	–	0.04%	239
2026 Q1	$281K	Hold	1,407	–	–	0.03%	256
2025 Q4	$289K	Hold	1,407	–	–	0.03%	250
2025 Q3	$278K	Hold	1,407	–	–	0.03%	265
2025 Q2	$264K	Hold	1,407	–	–	0.04%	263
2025 Q1	$239K	Hold	1,407	–	–	0.04%	265
2024 Q4	$236K	Hold	1,407	–	–	0.03%	271
2024 Q3	$243K	Hold	1,407	–	–	0.04%	265
2024 Q2	$231K	Hold	1,407	–	–	0.04%	258
2024 Q1	$229K	Hold	1,407	–	–	0.04%	256
2023 Q4	$210K	Buy	+1,407	New	+$197K	0.04%	255
2022 Q2	–	Sell	-1,407	Closed	-$200K	–	291
2022 Q1	$200K	Hold	1,407	–	–	0.05%	278
2021 Q4	$214K	Buy	+1,407	New	+$209K	0.05%	238

Other funds holding ESGG

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

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

BSW Wealth Partners's ESGG Position: Q2 2026 in Review

BSW Wealth Partners held its FlexShares STOXX Global ESG Select Index Fund (ESGG) position steady in Q2 2026 at 1,407 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #239.

BSW Wealth Partners first reported a position in ESGG in Q4 2021 and has held it in 13 quarters since. 6 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

BSW Wealth Partners held 1,407 shares of FlexShares STOXX Global ESG Select Index Fund worth $328K as of Q2 2026.
BSW Wealth Partners left its FlexShares STOXX Global ESG Select Index Fund share count unchanged in Q2 2026.
FlexShares STOXX Global ESG Select Index Fund made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #239 holding.
BSW Wealth Partners first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2021 and has held it in 13 quarters since.
6 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.