Capital Advisory Group Advisory Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-4,000	Closed	-$633K	–	54
2025 Q4	$633K	Hold	4,000	–	–	0.19%	98
2025 Q3	$617K	Hold	4,000	–	–	0.19%	102
2025 Q2	$587K	Hold	4,000	–	–	0.21%	98
2025 Q1	$537K	Hold	4,000	–	–	0.21%	105
2024 Q4	$551K	Buy	4,000 +500	+14%	+$69.3K	0.2%	101
2024 Q3	$475K	Hold	3,500	–	–	0.19%	103
2024 Q2	$449K	Hold	3,500	–	–	0.19%	98
2024 Q1	$443K	Hold	3,500	–	–	0.21%	100
2023 Q4	$406K	Buy	3,500 +1,000	+40%	+$109K	0.22%	96
2023 Q3	$263K	Buy	+2,500	New	+$272K	0.15%	122
2023 Q2	–	Sell	-2,500	Closed	-$248K	–	101
2023 Q1	$248K	Buy	+2,500	New	+$241K	0.15%	128
2020 Q3	–	Sell	-300	Closed	-$22K	–	497
2020 Q2	$22K	Hold	300	–	–	0.01%	249
2020 Q1	$19K	Buy	+300	New	+$21.9K	0.02%	166

Other funds holding ESG

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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisory Group Advisory Services's ESG Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 4,000 shares — an estimated $633K sold.

Capital Advisory Group Advisory Services first reported a position in ESG in Q1 2020 and held it in 13 quarters. The position peaked at $633K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,000 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $633K.
Capital Advisory Group Advisory Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2020 and held it in 13 quarters.
Capital Advisory Group Advisory Services's FlexShares STOXX US ESG Select Index Fund position peaked at $633K in Q4 2025.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.