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Kestra Advisory Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Kestra Advisory Services’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 		– Sell
-300
Closed -$47.5K – 3495
2025
Q4 		$47.5K Buy
+300
New +$46.8K ﹤0.01% 3976

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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
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

Kestra Advisory Services's ESG Position: Q1 2026 in Review

Kestra Advisory Services sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 300 shares — an estimated $47.5K sold.

Kestra Advisory Services first reported a position in ESG in Q4 2025 and held it in 1 quarter. The position peaked at $47.5K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Kestra Advisory Services reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 300 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $47.5K.
  • Kestra Advisory Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's FlexShares STOXX US ESG Select Index Fund position peaked at $47.5K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.