IFP Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

IFP Advisors’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 Q2	$4.39K	Sell	25 -75	-75%	-$12.6K	﹤0.01%	3866
2026 Q1	$15.2K	Buy	+100	New	+$15.8K	﹤0.01%	2929
2023 Q1	–	Sell	-375	Closed	-$24K	–	3700
2022 Q4	$24K	Hold	375	–	–	﹤0.01%	2742
2022 Q3	$24K	Hold	375	–	–	﹤0.01%	2914
2022 Q2	$24K	Hold	375	–	–	﹤0.01%	2692
2022 Q1	$24K	Buy	+375	New	+$40.7K	﹤0.01%	2692
2020 Q2	–	Sell	-292	Closed	-$20.7K	–	2787
2020 Q1	$18K	Buy	292 +1	+0.3%	+$73	﹤0.01%	1524
2019 Q4	$23K	Sell	291 -84	-22%	-$6.17K	﹤0.01%	1557
2019 Q3	$26K	Buy	+375	New	+$26.5K	﹤0.01%	1643
2019 Q1	$12K	Hold	175	–	–	﹤0.01%	1532
2018 Q4	$10K	Hold	175	–	–	﹤0.01%	2498
2018 Q3	$12K	Hold	175	–	–	﹤0.01%	2740
2018 Q2	$11K	Buy	+175	New	+$11.2K	﹤0.01%	2830
2017 Q4	–	Sell	-100	Closed	-$6K	–	3883
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	3292
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	3294
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	3195
2016 Q4	$5K	Buy	+100	New	+$5.16K	﹤0.01%	3281

Other funds holding ESG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

IFP Advisors's ESG Position: Q2 2026 in Review

IFP Advisors reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 75% in Q2 2026, selling an estimated $12.6K and leaving 25 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

IFP Advisors first reported a position in ESG in Q4 2016 and has held it in 17 quarters since. The position peaked at $26K in Q3 2019. 28 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

IFP Advisors held 25 shares of FlexShares STOXX US ESG Select Index Fund worth $4.39K as of Q2 2026.
IFP Advisors sold 75 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $12.6K.
FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3866 holding.
IFP Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2016 and has held it in 17 quarters since.
IFP Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $26K in Q3 2019.
28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.