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Global Retirement Partners’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Global Retirement Partners’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
Q4 		$150K Hold
950
– – ﹤0.01% 1652
2025
Q3 		$147K Buy
+950
New +$142K ﹤0.01% 1334

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Global Retirement Partners's ESG Position: Q4 2025 in Review

Global Retirement Partners held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q4 2025 at 950 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Global Retirement Partners first reported a position in ESG in Q3 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold ESG as of Q4 2025.

  • Global Retirement Partners held 950 shares of FlexShares STOXX US ESG Select Index Fund worth $150K as of Q4 2025.
  • Global Retirement Partners left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q4 2025.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1652 holding.
  • Global Retirement Partners first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.