DHJJ Financial Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

DHJJ Financial Advisors’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	$3.23K	Hold	21	–	–	﹤0.01%	699
2025 Q4	$3.37K	Hold	21	–	–	﹤0.01%	672
2025 Q3	$3.28K	Hold	21	–	–	﹤0.01%	655
2025 Q2	$3.12K	Hold	21	–	–	﹤0.01%	648
2025 Q1	$2.86K	Hold	21	–	–	﹤0.01%	617
2024 Q4	$2.93K	Hold	21	–	–	﹤0.01%	588
2024 Q3	$2.88K	Hold	21	–	–	﹤0.01%	578
2024 Q2	$2.71K	Hold	21	–	–	﹤0.01%	537
2024 Q1	$2.67K	Hold	21	–	–	﹤0.01%	533
2023 Q4	$2.44K	Sell	21 -5	-19%	-$546	﹤0.01%	532
2023 Q3	$2.73K	Buy	+26	New	+$2.83K	﹤0.01%	525

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

DHJJ Financial Advisors's ESG Position: Q1 2026 in Review

DHJJ Financial Advisors held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 21 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

DHJJ Financial Advisors first reported a position in ESG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.37K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

DHJJ Financial Advisors held 21 shares of FlexShares STOXX US ESG Select Index Fund worth $3.23K as of Q1 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q1 2026, its #699 holding.
DHJJ Financial Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $3.37K in Q4 2025.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.