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Curry Webb Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Curry Webb 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
2026
Q1 		$676K Buy
4,457
+83
+2% +$13.1K 0.32% 39
2025
Q4 		$692K Buy
+4,374
New +$682K 0.34% 43

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $348M AUM 25.01% 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

Curry Webb Wealth Management's ESG Position: Q1 2026 in Review

Curry Webb Wealth Management increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 1.9% in Q1 2026, buying an estimated $13.1K and bringing the position to 4,457 shares worth $676K. The position accounts for 0.32% of the portfolio, ranked #39.

Curry Webb Wealth Management first reported a position in ESG in Q4 2025 and has held it in 2 quarters since. The position peaked at $692K in Q4 2025. 52 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Curry Webb Wealth Management held 4,457 shares of FlexShares STOXX US ESG Select Index Fund worth $676K as of Q1 2026.
  • Curry Webb Wealth Management bought 83 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $13.1K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.32% of Curry Webb Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Curry Webb Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $692K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.