Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Cambridge Investment Research Advisors’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 		$918K Hold
6,051
– – ﹤0.01% 2245
2025
Q4 		$958K Buy
6,051
+703
+13% +$110K ﹤0.01% 2134
2025
Q3 		$825K Sell
5,348
-240
-4% -$36K ﹤0.01% 2201
2025
Q2 		$820K Buy
5,588
+85
+2% +$11.6K ﹤0.01% 2117
2025
Q1 		$739K Sell
5,503
-1,656
-23% -$232K ﹤0.01% 2105
2024
Q4 		$986K Buy
7,159
+499
+7% +$69.2K ﹤0.01% 1890
2024
Q3 		$905K Buy
6,660
+666
+11% +$87.2K ﹤0.01% 1923
2024
Q2 		$769K Buy
5,994
+1,245
+26% +$155K ﹤0.01% 1962
2024
Q1 		$601K Buy
4,749
+162
+4% +$19.6K ﹤0.01% 2126
2023
Q4 		$532K Sell
4,587
-63
-1% -$6.88K ﹤0.01% 2132
2023
Q3 		$490K Buy
4,650
+206
+5% +$22.4K ﹤0.01% 2101
2023
Q2 		$480K Buy
4,444
+403
+10% +$41.2K ﹤0.01% 2162
2023
Q1 		$401K Buy
+4,041
New +$390K ﹤0.01% 2249

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 $348M AUM 25.01% 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

Cambridge Investment Research Advisors's ESG Position: Q1 2026 in Review

Cambridge Investment Research Advisors held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 6,051 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Cambridge Investment Research Advisors first reported a position in ESG in Q1 2023 and has held it in 13 quarters since. The position peaked at $986K in Q4 2024. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Cambridge Investment Research Advisors held 6,051 shares of FlexShares STOXX US ESG Select Index Fund worth $918K as of Q1 2026.
  • Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2245 holding.
  • Cambridge Investment Research Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2023 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $986K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.