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

CoreCap 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	$2.15M	Buy	9,228 +494	+6%	+$110K	0.06%	241
2026 Q1	$1.75M	Buy	8,734 +483	+6%	+$100K	0.06%	254
2025 Q4	$1.69M	Buy	8,251 +826	+11%	+$166K	0.06%	276
2025 Q3	$1.47M	Buy	7,425 +1,189	+19%	+$228K	0.05%	292
2025 Q2	$1.17M	Buy	6,236 +938	+18%	+$164K	0.05%	325
2025 Q1	$899K	Buy	5,298 +1,187	+29%	+$207K	0.04%	355
2024 Q4	$691K	Buy	4,111 +709	+21%	+$122K	0.03%	404
2024 Q3	$587K	Buy	3,402 +300	+10%	+$50.1K	0.03%	430
2024 Q2	$510K	Sell	3,102 -414	-12%	-$66.9K	0.05%	219
2024 Q1	$573K	Buy	3,516 +383	+12%	+$59.7K	0.03%	374
2023 Q4	$468K	Sell	3,133 -92	-3%	-$12.9K	0.03%	363
2023 Q3	$435K	Buy	3,225 +231	+8%	+$32.4K	0.03%	348
2023 Q2	$420K	Buy	+2,994	New	+$407K	0.03%	386
2022 Q4	$81.4K	Buy	+671	New	+$80.3K	0.01%	808

Other funds holding ESGG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors's ESGG Position: Q2 2026 in Review

CoreCap Advisors increased its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 5.7% in Q2 2026, buying an estimated $110K and bringing the position to 9,228 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #241.

CoreCap Advisors first reported a position in ESGG in Q4 2022 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

CoreCap Advisors held 9,228 shares of FlexShares STOXX Global ESG Select Index Fund worth $2.15M as of Q2 2026.
CoreCap Advisors bought 494 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2026, an estimated $110K.
FlexShares STOXX Global ESG Select Index Fund made up 0.06% of CoreCap Advisors's portfolio in Q2 2026, its #241 holding.
CoreCap Advisors first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2022 and has held it in 14 quarters since.
12 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.