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Caldwell Trust’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Caldwell Trust’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
2026
Q1 		$59.9K Hold
395
– – 0.01% 467
2025
Q4 		$62.5K Hold
395
– – 0.01% 453
2025
Q3 		$60.9K Hold
395
– – 0.01% 441
2025
Q2 		$58K Hold
395
– – 0.01% 444
2025
Q1 		$53.1K Hold
395
– – 0.01% 458
2024
Q4 		$54.4K Hold
395
– – 0.01% 453
2024
Q3 		$53.7K Hold
395
– – 0.01% 457
2024
Q2 		$50.7K Hold
395
– – 0.01% 452
2024
Q1 		$50K Sell
395
-105
-21% -$12.7K 0.01% 455
2023
Q4 		$58K Hold
500
– – 0.01% 429
2023
Q3 		$52.7K Hold
500
– – 0.01% 432
2023
Q2 		$54K Sell
500
-4,987
-91% -$509K 0.01% 437
2023
Q1 		$545K Buy
5,487
+134
+3% +$12.9K 0.08% 187
2022
Q4 		$492K Buy
5,353
+425
+9% +$39.3K 0.07% 196
2022
Q3 		$423K Buy
4,928
+2,013
+69% +$191K 0.06% 200
2022
Q2 		$261K Buy
2,915
+75
+3% +$7.38K 0.04% 245
2022
Q1 		$311K Buy
2,840
+105
+4% +$11.4K 0.04% 236
2021
Q4 		$318K Hold
2,735
– – 0.04% 238
2021
Q3 		$289K Buy
2,735
+3
+0.1% +$324 0.04% 240
2021
Q2 		$287K Sell
2,732
-123
-4% -$12.6K 0.04% 240
2021
Q1 		$278K Hold
2,855
– – 0.04% 231
2020
Q4 		$261K Buy
2,855
+85
+3% +$7.33K 0.04% 225
2020
Q3 		$226K Buy
2,770
+340
+14% +$27.3K 0.04% 233
2020
Q2 		$182K Buy
2,430
+125
+5% +$8.84K 0.03% 252
2020
Q1 		$143K Hold
2,305
– – 0.03% 273
2019
Q4 		$177K Buy
+2,305
New +$169K 0.03% 283

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caldwell Trust's ESG Position: Q1 2026 in Review

Caldwell Trust held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 395 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #467.

Caldwell Trust first reported a position in ESG in Q4 2019 and has held it in 26 quarters since. The position peaked at $545K in Q1 2023. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Caldwell Trust held 395 shares of FlexShares STOXX US ESG Select Index Fund worth $59.9K as of Q1 2026.
  • Caldwell Trust left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q1 2026.
  • FlexShares STOXX US ESG Select Index Fund made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #467 holding.
  • Caldwell Trust first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's FlexShares STOXX US ESG Select Index Fund position peaked at $545K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.