Cetera Investment Advisers
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Cetera Investment Advisers’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Cetera Investment Advisers’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 		$539K Buy
3,551
+157
+5% +$24.8K ﹤0.01% 3437
2025
Q4 		$537K Sell
3,394
-16
-0.5% -$2.5K ﹤0.01% 3369
2025
Q3 		$526K Buy
+3,410
New +$511K ﹤0.01% 3343

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

Cetera Investment Advisers's ESG Position: Q1 2026 in Review

Cetera Investment Advisers increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 4.6% in Q1 2026, buying an estimated $24.8K and bringing the position to 3,551 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Cetera Investment Advisers first reported a position in ESG in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Cetera Investment Advisers held 3,551 shares of FlexShares STOXX US ESG Select Index Fund worth $539K as of Q1 2026.
  • Cetera Investment Advisers bought 157 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $24.8K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3437 holding.
  • Cetera Investment Advisers first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.