Essex Savings Bank’s FlexShares ESG & Climate US Large Cap Core Index Fund FEUS Stock Holding History

Essex Savings Bank’s Portfolio FEUS Stock Details FEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$745K	Sell	9,246 -150	-2%	-$11.8K	0.16%	133
2026 Q1	$656K	Hold	9,396	–	–	0.15%	134
2025 Q4	$700K	Hold	9,396	–	–	0.15%	132
2025 Q3	$682K	Hold	9,396	–	–	0.15%	130
2025 Q2	$635K	Sell	9,396 -104	-1%	-$6.56K	0.15%	131
2025 Q1	$590K	Hold	9,500	–	–	0.14%	132
2024 Q4	$624K	Hold	9,500	–	–	0.15%	129
2024 Q3	$614K	Hold	9,500	–	–	0.15%	132
2024 Q2	$582K	Sell	9,500 -781	-8%	-$46K	0.16%	127
2024 Q1	$555K	Hold	10,281	–	–	0.16%	128
2023 Q4	$555K	Hold	10,281	–	–	0.16%	128
2023 Q3	$500K	Hold	10,281	–	–	0.17%	120
2023 Q2	$519K	Sell	10,281 -3,719	-27%	-$178K	0.17%	120
2023 Q1	$656K	Buy	14,000 +1,000	+8%	+$45.6K	0.23%	92
2022 Q4	$568K	Hold	13,000	–	–	0.2%	101
2022 Q3	$531K	Buy	+13,000	New	+$591K	0.21%	100

Other funds holding FEUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Essex Savings Bank's FEUS Position: Q2 2026 in Review

Essex Savings Bank reduced its FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) stake by 1.6% in Q2 2026, selling an estimated $11.8K and leaving 9,246 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #133.

Essex Savings Bank first reported a position in FEUS in Q3 2022 and has held it in 16 quarters since. 3 funds tracked by Wall St. Rank hold FEUS as of Q2 2026.

Essex Savings Bank held 9,246 shares of FlexShares ESG & Climate US Large Cap Core Index Fund worth $745K as of Q2 2026.
Essex Savings Bank sold 150 FlexShares ESG & Climate US Large Cap Core Index Fund shares in Q2 2026, an estimated $11.8K.
FlexShares ESG & Climate US Large Cap Core Index Fund made up 0.16% of Essex Savings Bank's portfolio in Q2 2026, its #133 holding.
Essex Savings Bank first reported a position in FlexShares ESG & Climate US Large Cap Core Index Fund in Q3 2022 and has held it in 16 quarters since.
3 funds tracked by Wall St. Rank held FlexShares ESG & Climate US Large Cap Core Index Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.