Financial Network Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Financial Network Wealth 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 Q1	$5.04M	Sell	33,184 -109	-0.3%	-$17.2K	1.59%	14
2025 Q4	$5.27M	Sell	33,293 -432	-1%	-$67.4K	1.62%	14
2025 Q3	$5.29M	Buy	+33,725	New	+$5.05M	1.63%	14
2025 Q1	$9.05M	Sell	67,373 -13,520	-17%	-$1.89M	3.19%	8
2024 Q4	$11.1M	Sell	80,893 -1,018	-1%	-$141K	3.98%	9
2024 Q3	$11.1M	Sell	81,911 -651	-0.8%	-$85.2K	3.99%	8
2024 Q2	$10.6M	Sell	82,562 -392	-0.5%	-$48.9K	4.03%	8
2024 Q1	$10.3M	Sell	82,954 -5,221	-6%	-$632K	4.87%	8
2023 Q4	$10.2M	Sell	88,175 -524	-0.6%	-$57.2K	4.43%	8
2023 Q3	$9.36M	Sell	88,699 -638	-0.7%	-$69.5K	4.57%	8
2023 Q2	$9.96M	Buy	89,337 +8,016	+10%	+$819K	4.6%	9
2023 Q1	$8.08M	Sell	81,321 -308	-0.4%	-$29.7K	4%	9
2022 Q4	$7.5M	Buy	81,629 +10,915	+15%	+$1.01M	4.05%	8
2022 Q3	$6.08M	Sell	70,714 -3,031	-4%	-$288K	3.79%	10
2022 Q2	$6.61M	Buy	73,745 +1,702	+2%	+$168K	3.96%	10
2022 Q1	$7.9M	Buy	72,043 +2,676	+4%	+$290K	4.12%	9
2021 Q4	$8.06M	Sell	69,367 -1,941	-3%	-$218K	4.08%	9
2021 Q3	$7.53M	Sell	71,308 -524	-0.7%	-$56.6K	4.3%	10
2021 Q2	$7.55M	Sell	71,832 -747	-1%	-$76.3K	4.44%	10
2021 Q1	$7.07M	Buy	72,579 +2,823	+4%	+$267K	4.61%	8
2020 Q4	$6.38M	Buy	+69,756	New	+$6.02M	5%	6

Other funds holding ESG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

Financial Network Wealth Management's ESG Position: Q1 2026 in Review

Financial Network Wealth Management reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 0.33% in Q1 2026, selling an estimated $17.2K and leaving 33,184 shares worth $5.04M. The position accounts for 1.59% of the portfolio, ranked #14.

Financial Network Wealth Management first reported a position in ESG in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.1M in Q4 2024. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Financial Network Wealth Management held 33,184 shares of FlexShares STOXX US ESG Select Index Fund worth $5.04M as of Q1 2026.
Financial Network Wealth Management sold 109 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $17.2K.
FlexShares STOXX US ESG Select Index Fund made up 1.59% of Financial Network Wealth Management's portfolio in Q1 2026, its #14 holding.
Financial Network Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2020 and has held it in 21 quarters since.
Financial Network Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $11.1M in Q4 2024.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.