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Go Invest LLC’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Go Invest LLC’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 		$68.7K Sell
391
-99
-20% -$16.7K 0.02% 39
2026
Q1 		$74.4K Buy
490
+36
+8% +$5.69K 0.02% 37
2025
Q4 		$71.9K Buy
+454
New +$70.8K 0.02% 37

Other funds holding ESG

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
PA
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Go Invest LLC's ESG Position: Q2 2026 in Review

Go Invest LLC reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 20% in Q2 2026, selling an estimated $16.7K and leaving 391 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #39.

Go Invest LLC first reported a position in ESG in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.4K in Q1 2026. 24 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Go Invest LLC held 391 shares of FlexShares STOXX US ESG Select Index Fund worth $68.7K as of Q2 2026.
  • Go Invest LLC sold 99 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $16.7K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.02% of Go Invest LLC's portfolio in Q2 2026, its #39 holding.
  • Go Invest LLC first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's FlexShares STOXX US ESG Select Index Fund position peaked at $74.4K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.