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

Horizon 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 		$1.91M Buy
12,560
+5,662
+82% +$895K 0.02% 491
2025
Q4 		$1.09M Buy
6,898
+3,316
+93% +$517K 0.01% 611
2025
Q3 		$552K Buy
+3,582
New +$537K 0.01% 800

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

Horizon Investments's ESG Position: Q1 2026 in Review

Horizon Investments increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 82% in Q1 2026, buying an estimated $895K and bringing the position to 12,560 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #491.

Horizon Investments first reported a position in ESG in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Horizon Investments held 12,560 shares of FlexShares STOXX US ESG Select Index Fund worth $1.91M as of Q1 2026.
  • Horizon Investments bought 5,662 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $895K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #491 holding.
  • Horizon Investments first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

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