CVA Family Office’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

CVA Family Office’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	$34.1K	Hold	225	–	–	﹤0.01%	676
2025 Q4	$35.6K	Hold	225	–	–	﹤0.01%	603
2025 Q3	$34.7K	Hold	225	–	–	﹤0.01%	600
2025 Q2	$33K	Hold	225	–	–	﹤0.01%	607
2025 Q1	$30.2K	Hold	225	–	–	﹤0.01%	609
2024 Q4	$31K	Hold	225	–	–	﹤0.01%	604
2024 Q3	$30.6K	Hold	225	–	–	0.01%	592
2024 Q2	$28.9K	Hold	225	–	–	0.01%	588
2024 Q1	$28.5K	Hold	225	–	–	0.01%	585
2023 Q4	$26.1K	Buy	+225	New	+$24.6K	0.01%	581
2023 Q3	–	Sell	-225	Closed	-$24.3K	–	458
2023 Q2	$24.3K	Hold	225	–	–	0.01%	578
2023 Q1	$22.3K	Hold	225	–	–	0.01%	575
2022 Q4	$20.7K	Hold	225	–	–	0.01%	557
2022 Q3	$19K	Hold	225	–	–	0.01%	534
2022 Q2	$20K	Hold	225	–	–	0.01%	542
2022 Q1	$25K	Hold	225	–	–	0.01%	521
2021 Q4	$26K	Hold	225	–	–	0.01%	482
2021 Q3	$18K	Hold	225	–	–	0.01%	267
2021 Q2	$24K	Hold	225	–	–	0.01%	489
2021 Q1	$22K	Hold	225	–	–	0.01%	391
2020 Q4	$21K	Hold	225	–	–	0.01%	262
2020 Q3	$18K	Hold	225	–	–	0.01%	267
2020 Q2	$17K	Hold	225	–	–	0.01%	231
2020 Q1	$14K	Buy	+225	New	+$16.4K	0.01%	223

Other funds holding ESG

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

CVA Family Office's ESG Position: Q1 2026 in Review

CVA Family Office held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 225 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

CVA Family Office first reported a position in ESG in Q1 2020 and has held it in 24 quarters since. The position peaked at $35.6K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

CVA Family Office held 225 shares of FlexShares STOXX US ESG Select Index Fund worth $34.1K as of Q1 2026.
CVA Family Office left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q1 2026.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #676 holding.
CVA Family Office first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's FlexShares STOXX US ESG Select Index Fund position peaked at $35.6K in Q4 2025.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.