First Horizon Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

First Horizon 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
2025 Q2	$150K	Sell	1,019 -63	-6%	-$8.61K	﹤0.01%	599
2025 Q1	$145K	Buy	1,082 +30	+3%	+$4.2K	﹤0.01%	582
2024 Q4	$145K	Sell	1,052 -125	-11%	-$17.3K	﹤0.01%	596
2024 Q3	$160K	Hold	1,177	–	–	﹤0.01%	589
2024 Q2	$151K	Sell	1,177 -35	-3%	-$4.37K	﹤0.01%	575
2024 Q1	$153K	Hold	1,212	–	–	﹤0.01%	573
2023 Q4	$141K	Buy	+1,212	New	+$132K	﹤0.01%	568

Other funds holding ESG

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

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $508M AUM 19.61% 1-Year Est. Return

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

First Horizon Advisors's ESG Position: Q2 2025 in Review

First Horizon Advisors reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 5.8% in Q2 2025, selling an estimated $8.61K and leaving 1,019 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

First Horizon Advisors first reported a position in ESG in Q4 2023 and has held it in 7 quarters since. The position peaked at $160K in Q3 2024. 50 funds tracked by Wall St. Rank hold ESG as of Q2 2025.

First Horizon Advisors held 1,019 shares of FlexShares STOXX US ESG Select Index Fund worth $150K as of Q2 2025.
First Horizon Advisors sold 63 FlexShares STOXX US ESG Select Index Fund shares in Q2 2025, an estimated $8.61K.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #599 holding.
First Horizon Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2023 and has held it in 7 quarters since.
First Horizon Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $160K in Q3 2024.
50 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.