CWM
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Crowley Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-250
Closed -$38.6K – 120
2025
Q3 		$38.6K Hold
250
– – 0.03% 163
2025
Q2 		$36.7K Hold
250
– – 0.03% 160
2025
Q1 		$33.6K Hold
250
– – 0.03% 157
2024
Q4 		$34.4K Buy
+250
New +$34.6K 0.03% 162

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
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $436M AUM 15.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Crowley Wealth Management's ESG Position: Q4 2025 in Review

Crowley Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2025, closing a stake of 250 shares — an estimated $38.6K sold.

Crowley Wealth Management first reported a position in ESG in Q4 2024 and held it in 4 quarters. The position peaked at $38.6K in Q3 2025. 52 funds tracked by Wall St. Rank hold ESG as of Q4 2025.

  • Crowley Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 250 FlexShares STOXX US ESG Select Index Fund shares in Q4 2025, an estimated $38.6K.
  • Crowley Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $38.6K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.