HI
ESG icon

Harbour Investments’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Harbour Investments’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 		– Sell
-762
Closed -$121K – 4703
2025
Q4 		$121K Sell
762
-81
-10% -$12.6K ﹤0.01% 1539
2025
Q3 		$130K Sell
843
-282
-25% -$42.2K ﹤0.01% 1450
2025
Q2 		$165K Hold
1,125
– – ﹤0.01% 1254
2025
Q1 		$151K Sell
1,125
-115
-9% -$16.1K ﹤0.01% 1231
2024
Q4 		$171K Buy
1,240
+66
+6% +$9.15K ﹤0.01% 1121
2024
Q3 		$159K Buy
+1,174
New +$154K ﹤0.01% 1110

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
Susquehanna International Group
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbour Investments's ESG Position: Q1 2026 in Review

Harbour Investments sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 762 shares — an estimated $121K sold.

Harbour Investments first reported a position in ESG in Q3 2024 and held it in 6 quarters. The position peaked at $171K in Q4 2024. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Harbour Investments reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 762 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $121K.
  • Harbour Investments first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2024 and held it in 6 quarters.
  • Harbour Investments's FlexShares STOXX US ESG Select Index Fund position peaked at $171K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.