Great Valley Advisor Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Great Valley Advisor 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 Q1	$607K	Buy	+4,000	New	+$633K	0.01%	623

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

Great Valley Advisor Group's ESG Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026: 4,000 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings.

51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Great Valley Advisor Group held 4,000 shares of FlexShares STOXX US ESG Select Index Fund worth $607K as of Q1 2026.
FlexShares STOXX US ESG Select Index Fund was a new Great Valley Advisor Group position in Q1 2026.
FlexShares STOXX US ESG Select Index Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #623 holding.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.