Fidelity Investments’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Fidelity Investments’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	$278K	Buy	1,834 +1,478	+415%	+$234K	﹤0.01%	3354
2025 Q4	$56.3K	Hold	356	–	–	﹤0.01%	4044
2025 Q3	$54.9K	Sell	356 -30	-8%	-$4.49K	﹤0.01%	3926
2025 Q2	$56.6K	Sell	386 -74	-16%	-$10.1K	﹤0.01%	3839
2025 Q1	$61.7K	Buy	460 +332	+259%	+$46.5K	﹤0.01%	3766
2024 Q4	$17.6K	Hold	128	–	–	﹤0.01%	4233
2024 Q3	$17.3K	Buy	128 +29	+29%	+$3.79K	﹤0.01%	4239
2024 Q2	$12.7K	Buy	99 +35	+55%	+$4.37K	﹤0.01%	4247
2024 Q1	$8.13K	Buy	+64	New	+$7.75K	﹤0.01%	4350
2023 Q3	–	Sell	-50	Closed	-$5.4K	–	5349
2023 Q2	$5.4K	Buy	+50	New	+$5.11K	﹤0.01%	4344
2021 Q4	–	Sell	-100	Closed	-$11K	–	4501
2021 Q3	$11K	Buy	+100	New	+$10.8K	﹤0.01%	3587
2021 Q1	–	Sell	-1	Closed	–	–	4113
2020 Q4	$0	Buy	+1	New	+$86	﹤0.01%	3944
2019 Q3	–	Sell	-1	Closed	–	–	3878
2019 Q2	$0	Buy	+1	New	+$69	﹤0.01%	3840
2019 Q1	–	Sell	-1	Closed	–	–	3743
2018 Q4	$0	Buy	+1	New	+$64	﹤0.01%	3654

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

Fidelity Investments's ESG Position: Q1 2026 in Review

Fidelity Investments increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 415% in Q1 2026, buying an estimated $234K and bringing the position to 1,834 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Fidelity Investments first reported a position in ESG in Q4 2018 and has held it in 14 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Fidelity Investments held 1,834 shares of FlexShares STOXX US ESG Select Index Fund worth $278K as of Q1 2026.
Fidelity Investments bought 1,478 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $234K.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3354 holding.
Fidelity Investments first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2018 and has held it in 14 quarters since.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.