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Carolina Wealth Advisors’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Carolina Wealth Advisors’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 		$57.6K Hold
247
– – 0.02% 110
2026
Q1 		$49.4K Hold
247
– – 0.02% 114
2025
Q4 		$50.7K Hold
247
– – 0.02% 121
2025
Q3 		$48.8K Sell
247
-34
-12% -$6.52K 0.02% 121
2025
Q2 		$52.7K Sell
281
-51
-15% -$8.89K 0.03% 93
2025
Q1 		$56.4K Sell
332
-21
-6% -$3.65K 0.03% 86
2024
Q4 		$59.3K Sell
353
-11
-3% -$1.89K 0.03% 98
2024
Q3 		$62.8K Hold
364
– – 0.03% 97
2024
Q2 		$59.9K Sell
364
-22
-6% -$3.55K 0.03% 91
2024
Q1 		$62.9K Hold
386
– – 0.03% 101
2023
Q4 		$57.7K Sell
386
-7
-2% -$981 0.03% 109
2023
Q3 		$53K Buy
393
+56
+17% +$7.85K 0.03% 123
2023
Q2 		$47.3K Hold
337
– – 0.03% 106
2023
Q1 		$44.5K Sell
337
-17
-5% -$2.18K 0.03% 111
2022
Q4 		$43K Buy
354
+77
+28% +$9.22K 0.03% 104
2022
Q3 		$30K Buy
277
+59
+27% +$7.21K 0.02% 111
2022
Q2 		$26K Sell
218
-226
-51% -$29.3K 0.02% 136
2022
Q1 		$63K Hold
444
– – 0.04% 117
2021
Q4 		$67K Buy
444
+159
+56% +$23.6K 0.04% 124
2021
Q3 		$40K Hold
285
– – 0.03% 135
2021
Q2 		$40K Hold
285
– – 0.03% 136
2021
Q1 		$37K Hold
285
– – 0.03% 143
2020
Q4 		$35K Buy
285
+41
+17% +$4.79K 0.03% 88
2020
Q3 		$27K Buy
+244
New +$26.7K 0.02% 81

Other funds holding ESGG

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Carolina Wealth Advisors's ESGG Position: Q2 2026 in Review

Carolina Wealth Advisors held its FlexShares STOXX Global ESG Select Index Fund (ESGG) position steady in Q2 2026 at 247 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #110.

Carolina Wealth Advisors first reported a position in ESGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $67K in Q4 2021. 6 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

  • Carolina Wealth Advisors held 247 shares of FlexShares STOXX Global ESG Select Index Fund worth $57.6K as of Q2 2026.
  • Carolina Wealth Advisors left its FlexShares STOXX Global ESG Select Index Fund share count unchanged in Q2 2026.
  • FlexShares STOXX Global ESG Select Index Fund made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Carolina Wealth Advisors first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's FlexShares STOXX Global ESG Select Index Fund position peaked at $67K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.