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Independent Advisor Alliance’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Independent Advisor Alliance’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 		$458K Buy
+3,020
New +$478K ﹤0.01% 1149
2025
Q1 		– Sell
-2,590
Closed -$357K – 946
2024
Q4 		$357K Buy
+2,590
New +$359K ﹤0.01% 1065

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $348M AUM 25.01% 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

Independent Advisor Alliance's ESG Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026: 3,020 shares worth $458K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ESG as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ESG in Q4 2024 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Independent Advisor Alliance held 3,020 shares of FlexShares STOXX US ESG Select Index Fund worth $458K as of Q1 2026.
  • FlexShares STOXX US ESG Select Index Fund was a new Independent Advisor Alliance position in Q1 2026.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1149 holding.
  • Independent Advisor Alliance first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.