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Dynamic Advisor Solutions’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$402K Buy
2,287
+29
+1% +$4.89K 0.01% 750
2026
Q1 		$343K Buy
2,258
+313
+16% +$49.5K 0.01% 761
2025
Q4 		$308K Buy
1,945
+236
+14% +$36.8K 0.01% 771
2025
Q3 		$264K Buy
1,709
+83
+5% +$12.4K 0.01% 817
2025
Q2 		$239K Buy
+1,626
New +$222K 0.01% 808
2025
Q1 		– Sell
-1,511
Closed -$208K – 861
2024
Q4 		$208K Hold
1,511
– – 0.01% 612
2024
Q3 		$205K Buy
+1,511
New +$198K 0.01% 879

Other funds holding ESG

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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Dynamic Advisor Solutions's ESG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 1.3% in Q2 2026, buying an estimated $4.89K and bringing the position to 2,287 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #750.

Dynamic Advisor Solutions first reported a position in ESG in Q3 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Dynamic Advisor Solutions held 2,287 shares of FlexShares STOXX US ESG Select Index Fund worth $402K as of Q2 2026.
  • Dynamic Advisor Solutions bought 29 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $4.89K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #750 holding.
  • Dynamic Advisor Solutions first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.