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

Commonwealth Equity Services’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 Q1	$906K	Buy	4,534 +232	+5%	+$48.1K	﹤0.01%	2695
2025 Q4	$883K	Sell	4,302 -180	-4%	-$36.2K	﹤0.01%	2689
2025 Q3	$885K	Buy	4,482 +57	+1%	+$10.9K	﹤0.01%	2694
2025 Q2	$830K	Sell	4,425 -81	-2%	-$14.1K	﹤0.01%	2736
2025 Q1	$765K	Hold	4,506	–	–	﹤0.01%	2676
2024 Q4	$757K	Sell	4,506 -111	-2%	-$19K	﹤0.01%	2624
2024 Q3	$797K	Buy	4,617 +1	+0%	+$167	﹤0.01%	2513
2024 Q2	$759K	Sell	4,616 -13	-0.3%	-$2.1K	﹤0.01%	2490
2024 Q1	$754K	Sell	4,629 -532	-10%	-$83K	﹤0.01%	2459
2023 Q4	$772K	Hold	5,161	–	–	﹤0.01%	2359
2023 Q3	$696K	Sell	5,161 -523	-9%	-$73.3K	﹤0.01%	2316
2023 Q2	$797K	Sell	5,684 -2,235	-28%	-$304K	﹤0.01%	2259
2023 Q1	$1.05K	Sell	7,919 -243	-3%	-$31.1K	﹤0.01%	2013
2022 Q4	$989K	Sell	8,162 -298	-4%	-$35.7K	﹤0.01%	1975
2022 Q3	$928K	Buy	8,460 +222	+3%	+$27.1K	﹤0.01%	1955
2022 Q2	$975K	Sell	8,238 -1,069	-11%	-$138K	﹤0.01%	1919
2022 Q1	$1.32M	Sell	9,307 -2,337	-20%	-$332K	﹤0.01%	1779
2021 Q4	$1.77M	Sell	11,644 -1,790	-13%	-$265K	﹤0.01%	1576
2021 Q3	$1.89M	Buy	13,434 +754	+6%	+$109K	﹤0.01%	1464
2021 Q2	$1.78M	Sell	12,680 -333	-3%	-$45.9K	﹤0.01%	1501
2021 Q1	$1.7M	Buy	13,013 +1,198	+10%	+$154K	﹤0.01%	1439
2020 Q4	$1.47M	Buy	11,815 +1,505	+15%	+$176K	﹤0.01%	1408
2020 Q3	$1.13M	Buy	10,310 +216	+2%	+$23.7K	﹤0.01%	1432
2020 Q2	$1.04M	Sell	10,094 -1,496	-13%	-$145K	﹤0.01%	1399
2020 Q1	$1M	Buy	11,590 +4,754	+70%	+$482K	﹤0.01%	1266
2019 Q4	$737K	Sell	6,836 -1,669	-20%	-$172K	﹤0.01%	1627
2019 Q3	$845K	Buy	8,505 +111	+1%	+$11K	﹤0.01%	1462
2019 Q2	$829K	Buy	+8,394	New	+$816K	﹤0.01%	1463

Other funds holding ESGG

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services's ESGG Position: Q1 2026 in Review

Commonwealth Equity Services increased its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 5.4% in Q1 2026, buying an estimated $48.1K and bringing the position to 4,534 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Commonwealth Equity Services first reported a position in ESGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.89M in Q3 2021. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

Commonwealth Equity Services held 4,534 shares of FlexShares STOXX Global ESG Select Index Fund worth $906K as of Q1 2026.
Commonwealth Equity Services bought 232 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2026, an estimated $48.1K.
FlexShares STOXX Global ESG Select Index Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2695 holding.
Commonwealth Equity Services first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q2 2019 and has held it in 28 quarters since.
Commonwealth Equity Services's FlexShares STOXX Global ESG Select Index Fund position peaked at $1.89M in Q3 2021.
32 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.