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Live Oak Investment Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Live Oak Investment Partners’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,378
Closed -$234K – 86
2025
Q1 		$234K Buy
+1,378
New +$240K 0.18% 80
2024
Q4 		– Hold
0
– – – 78
2024
Q3 		– Hold
0
– – – 78
2024
Q2 		– Hold
0
– – – 77
2023
Q4 		– Hold
0
– – – 84
2023
Q3 		– Hold
0
– – – 89

Other funds holding ESGG

SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Live Oak Investment Partners's ESGG Position: Q2 2025 in Review

Live Oak Investment Partners sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q2 2025, closing a stake of 1,378 shares — an estimated $234K sold.

Live Oak Investment Partners first reported a position in ESGG in Q1 2025 and held it in 1 quarter. The position peaked at $234K in Q1 2025. 37 funds tracked by Wall St. Rank hold ESGG as of Q2 2025.

  • Live Oak Investment Partners reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q2 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 1,378 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2025, an estimated $234K.
  • Live Oak Investment Partners first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2025 and held it in 1 quarter.
  • Live Oak Investment Partners's FlexShares STOXX Global ESG Select Index Fund position peaked at $234K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2025.

Based on Live Oak Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.