Highline Wealth Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Highline Wealth Partners’s Portfolio ESGG Stock Details ESGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	564 +3	+0.5%	+$668	0.03%	142
2026 Q1	$112K	Buy	561 +1	+0.2%	+$207	0.03%	117
2025 Q4	$115K	Buy	560 +3	+0.5%	+$604	0.03%	85
2025 Q3	$110K	Buy	557 +1	+0.2%	+$192	0.03%	117
2025 Q2	$104K	Buy	556 +4	+0.7%	+$698	0.03%	112
2025 Q1	$93.8K	Buy	552 +66	+14%	+$11.5K	0.03%	111
2024 Q4	$81.6K	Buy	486 +154	+46%	+$26.4K	0.03%	109
2024 Q3	$57.4K	Buy	332 +39	+13%	+$6.51K	0.02%	125
2024 Q2	$48.1K	Buy	293 +3	+1%	+$485	0.02%	129
2024 Q1	$47.3K	Buy	290 +4	+1%	+$624	0.02%	141
2023 Q4	$42.7K	Sell	286 -161	-36%	-$22.6K	0.02%	133
2023 Q3	$60.3K	Buy	447 +1	+0.2%	+$140	0.04%	111
2023 Q2	$62.5K	Buy	446 +3	+0.7%	+$408	0.04%	106
2023 Q1	$58.6K	Hold	443	–	–	0.04%	103
2022 Q4	$53.7K	Sell	443 -438	-50%	-$52.4K	0.04%	107
2022 Q3	$96.7K	Buy	+881	New	+$108K	0.08%	91

Other funds holding ESGG

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Highline Wealth Partners's ESGG Position: Q2 2026 in Review

Highline Wealth Partners increased its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 0.53% in Q2 2026, buying an estimated $668 and bringing the position to 564 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #142.

Highline Wealth Partners first reported a position in ESGG in Q3 2022 and has held it in 16 quarters since. 6 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

Highline Wealth Partners held 564 shares of FlexShares STOXX Global ESG Select Index Fund worth $131K as of Q2 2026.
Highline Wealth Partners bought 3 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2026, an estimated $668.
FlexShares STOXX Global ESG Select Index Fund made up 0.03% of Highline Wealth Partners's portfolio in Q2 2026, its #142 holding.
Highline Wealth Partners first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q3 2022 and has held it in 16 quarters since.
6 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.