GCG
ESG icon

Gilbert Capital Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Gilbert Capital Group’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
Q2 		$755K Sell
4,295
-181
-4% -$30.5K 0.53% 35
2026
Q1 		$679K Sell
4,476
-1,223
-21% -$193K 0.52% 33
2025
Q4 		$902K Sell
5,699
-129
-2% -$20.1K 0.68% 30
2025
Q3 		$899K Sell
5,828
-150
-3% -$22.5K 0.7% 29
2025
Q2 		$878K Buy
+5,978
New +$817K 0.73% 27

Other funds holding ESG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gilbert Capital Group's ESG Position: Q2 2026 in Review

Gilbert Capital Group reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 4% in Q2 2026, selling an estimated $30.5K and leaving 4,295 shares worth $755K. The position accounts for 0.53% of the portfolio, ranked #35.

Gilbert Capital Group first reported a position in ESG in Q2 2025 and has held it in 5 quarters since. The position peaked at $902K in Q4 2025. 6 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Gilbert Capital Group held 4,295 shares of FlexShares STOXX US ESG Select Index Fund worth $755K as of Q2 2026.
  • Gilbert Capital Group sold 181 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $30.5K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.53% of Gilbert Capital Group's portfolio in Q2 2026, its #35 holding.
  • Gilbert Capital Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's FlexShares STOXX US ESG Select Index Fund position peaked at $902K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.