Envestnet Asset Management
ESG icon

Envestnet Asset Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Envestnet Asset 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
Q2 		$638K Sell
3,627
-55
-1% -$9.27K ﹤0.01% 3913
2026
Q1 		$559K Buy
3,682
+913
+33% +$144K ﹤0.01% 3856
2025
Q4 		$438K Sell
2,769
-75
-3% -$11.7K ﹤0.01% 3781
2025
Q3 		$439K Buy
2,844
+124
+5% +$18.6K ﹤0.01% 3855
2025
Q2 		$399K Buy
2,720
+405
+17% +$55.3K ﹤0.01% 3866
2025
Q1 		$311K Sell
2,315
-32
-1% -$4.48K ﹤0.01% 3905
2024
Q4 		$323K Sell
2,347
-8
-0.3% -$1.11K ﹤0.01% 3860
2024
Q3 		$320K Sell
2,355
-100
-4% -$13.1K ﹤0.01% 3787
2024
Q2 		$315K Buy
2,455
+440
+22% +$54.9K ﹤0.01% 3708
2024
Q1 		$255K Sell
2,015
-1,098
-35% -$133K ﹤0.01% 3811
2023
Q4 		$361K Buy
3,113
+146
+5% +$15.9K ﹤0.01% 3508
2023
Q3 		$313K Sell
2,967
-557
-16% -$60.6K ﹤0.01% 3510
2023
Q2 		$381K Buy
3,524
+4
+0.1% +$409 ﹤0.01% 3366
2023
Q1 		$350K Sell
3,520
-1
-0% -$97 ﹤0.01% 3365
2022
Q4 		$323K Sell
3,521
-64
-2% -$5.92K ﹤0.01% 3377
2022
Q3 		$308K Buy
3,585
+6
+0.2% +$570 ﹤0.01% 3324
2022
Q2 		$321K Sell
3,579
-992
-22% -$97.7K ﹤0.01% 3317
2022
Q1 		$501K Buy
4,571
+611
+15% +$66.3K ﹤0.01% 3122
2021
Q4 		$460K Buy
3,960
+77
+2% +$8.66K ﹤0.01% 3123
2021
Q3 		$410K Sell
3,883
-36
-0.9% -$3.89K ﹤0.01% 3096
2021
Q2 		$412K Sell
3,919
-46
-1% -$4.7K ﹤0.01% 3098
2021
Q1 		$386K Buy
3,965
+602
+18% +$57K ﹤0.01% 2997
2020
Q4 		$307K Buy
3,363
+197
+6% +$17K ﹤0.01% 2910
2020
Q3 		$258K Buy
3,166
+60
+2% +$4.82K ﹤0.01% 2800
2020
Q2 		$232K Sell
3,106
-971
-24% -$68.7K ﹤0.01% 2810
2020
Q1 		$253K Buy
4,077
+9
+0.2% +$657 ﹤0.01% 2630
2019
Q4 		$313K Sell
4,068
-183
-4% -$13.4K ﹤0.01% 2709
2019
Q3 		$302K Buy
4,251
+29
+0.7% +$2.05K ﹤0.01% 2667
2019
Q2 		$295K Buy
+4,222
New +$290K ﹤0.01% 2680

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Envestnet Asset Management's ESG Position: Q2 2026 in Review

Envestnet Asset Management reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 1.5% in Q2 2026, selling an estimated $9.27K and leaving 3,627 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

Envestnet Asset Management first reported a position in ESG in Q2 2019 and has held it in 29 quarters since. 28 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Envestnet Asset Management held 3,627 shares of FlexShares STOXX US ESG Select Index Fund worth $638K as of Q2 2026.
  • Envestnet Asset Management sold 55 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $9.27K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3913 holding.
  • Envestnet Asset Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2019 and has held it in 29 quarters since.
  • 28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.