Commonwealth Equity Services
ESG icon

Commonwealth Equity Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Commonwealth Equity 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
Q2 		$989K Sell
5,627
-457
-8% -$77K ﹤0.01% 2721
2026
Q1 		$923K Buy
6,084
+114
+2% +$18K ﹤0.01% 2685
2025
Q4 		$945K Sell
5,970
-858
-13% -$134K ﹤0.01% 2625
2025
Q3 		$1.05M Buy
6,828
+4
+0.1% +$599 ﹤0.01% 2549
2025
Q2 		$1M Buy
6,824
+273
+4% +$37.3K ﹤0.01% 2555
2025
Q1 		$880K Sell
6,551
-82
-1% -$11.5K ﹤0.01% 2565
2024
Q4 		$914K Sell
6,633
-51
-0.8% -$7.07K ﹤0.01% 2454
2024
Q3 		$908K Sell
6,684
-61
-0.9% -$7.98K ﹤0.01% 2427
2024
Q2 		$865K Buy
6,745
+224
+3% +$28K ﹤0.01% 2391
2024
Q1 		$826K Sell
6,521
-1,826
-22% -$221K ﹤0.01% 2390
2023
Q4 		$969K Buy
8,347
+33
+0.4% +$3.6K ﹤0.01% 2200
2023
Q3 		$876K Sell
8,314
-1,974
-19% -$215K ﹤0.01% 2174
2023
Q2 		$1.11M Sell
10,288
-5,911
-36% -$604K ﹤0.01% 2017
2023
Q1 		$1.61K Sell
16,199
-393
-2% -$37.9K ﹤0.01% 1699
2022
Q4 		$1.52M Sell
16,592
-321
-2% -$29.7K ﹤0.01% 1678
2022
Q3 		$1.45M Buy
16,913
+1,692
+11% +$161K ﹤0.01% 1640
2022
Q2 		$1.36M Sell
15,221
-3,170
-17% -$312K ﹤0.01% 1666
2022
Q1 		$2.02M Sell
18,391
-5,762
-24% -$625K ﹤0.01% 1503
2021
Q4 		$2.81M Sell
24,153
-8,378
-26% -$942K 0.01% 1269
2021
Q3 		$3.43M Buy
32,531
+1,535
+5% +$166K 0.01% 1093
2021
Q2 		$3.26M Buy
30,996
+1,332
+4% +$136K 0.01% 1107
2021
Q1 		$2.89M Buy
29,664
+7,570
+34% +$717K 0.01% 1084
2020
Q4 		$2.02M Buy
22,094
+3,838
+21% +$331K 0.01% 1223
2020
Q3 		$1.49M Buy
18,256
+436
+2% +$35.1K 0.01% 1260
2020
Q2 		$1.33M Buy
17,820
+4,624
+35% +$327K 0.01% 1254
2020
Q1 		$817K Buy
13,196
+871
+7% +$63.6K ﹤0.01% 1374
2019
Q4 		$948K Buy
12,325
+355
+3% +$26.1K ﹤0.01% 1462
2019
Q3 		$849K Buy
11,970
+307
+3% +$21.7K ﹤0.01% 1458
2019
Q2 		$814K Buy
+11,663
New +$800K ﹤0.01% 1482
2018
Q4 		– Sell
-4,909
Closed -$338K – 2722
2018
Q3 		$338K Buy
+4,909
New +$332K ﹤0.01% 2067

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's ESG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 7.5% in Q2 2026, selling an estimated $77K and leaving 5,627 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Commonwealth Equity Services first reported a position in ESG in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.43M in Q3 2021. 28 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Commonwealth Equity Services held 5,627 shares of FlexShares STOXX US ESG Select Index Fund worth $989K as of Q2 2026.
  • Commonwealth Equity Services sold 457 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $77K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2721 holding.
  • Commonwealth Equity Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2018 and has held it in 30 quarters since.
  • Commonwealth Equity Services's FlexShares STOXX US ESG Select Index Fund position peaked at $3.43M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.