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EP Wealth Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

EP Wealth 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 		$464K Sell
3,060
-1
-0% -$158 ﹤0.01% 926
2025
Q4 		$484K Buy
+3,061
New +$478K ﹤0.01% 894

Other funds holding ESG

LPL Financial
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
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
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

EP Wealth Advisors's ESG Position: Q1 2026 in Review

EP Wealth Advisors reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 0.03% in Q1 2026, selling an estimated $158 and leaving 3,060 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

EP Wealth Advisors first reported a position in ESG in Q4 2025 and has held it in 2 quarters since. The position peaked at $484K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • EP Wealth Advisors held 3,060 shares of FlexShares STOXX US ESG Select Index Fund worth $464K as of Q1 2026.
  • EP Wealth Advisors sold 1 FlexShares STOXX US ESG Select Index Fund share in Q1 2026, an estimated $158.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #926 holding.
  • EP Wealth Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $484K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.