LPL Financial
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LPL Financial’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

LPL Financial’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 		$8.34M Buy
54,963
+3,976
+8% +$629K ﹤0.01% 2150
2025
Q4 		$8.07M Buy
50,987
+5,423
+12% +$846K ﹤0.01% 2111
2025
Q3 		$7.03M Buy
45,564
+2,989
+7% +$448K ﹤0.01% 2200
2025
Q2 		$6.25M Sell
42,575
-227
-0.5% -$31K ﹤0.01% 2136
2025
Q1 		$5.75M Buy
42,802
+509
+1% +$71.3K ﹤0.01% 2040
2024
Q4 		$5.83M Sell
42,293
-840
-2% -$116K ﹤0.01% 1953
2024
Q3 		$5.86M Buy
43,133
+4,153
+11% +$543K ﹤0.01% 1860
2024
Q2 		$5M Buy
38,980
+515
+1% +$64.3K ﹤0.01% 1849
2024
Q1 		$4.87M Buy
38,465
+574
+2% +$69.5K ﹤0.01% 1805
2023
Q4 		$4.4M Sell
37,891
-4,295
-10% -$469K ﹤0.01% 1767
2023
Q3 		$4.45M Sell
42,186
-1,499
-3% -$163K ﹤0.01% 1666
2023
Q2 		$4.72M Buy
43,685
+1,458
+3% +$149K ﹤0.01% 1595
2023
Q1 		$4.19M Sell
42,227
-244
-0.6% -$23.6K ﹤0.01% 1619
2022
Q4 		$3.9M Buy
42,471
+1,255
+3% +$116K ﹤0.01% 1614
2022
Q3 		$3.54M Buy
41,216
+2,880
+8% +$274K ﹤0.01% 1615
2022
Q2 		$3.44M Buy
38,336
+3,919
+11% +$386K ﹤0.01% 1642
2022
Q1 		$3.77M Buy
34,417
+3,589
+12% +$389K ﹤0.01% 1614
2021
Q4 		$3.58M Buy
30,828
+12,384
+67% +$1.39M ﹤0.01% 1671
2021
Q3 		$1.95M Buy
18,444
+3,503
+23% +$379K ﹤0.01% 2071
2021
Q2 		$1.57M Buy
14,941
+2,136
+17% +$218K ﹤0.01% 2171
2021
Q1 		$1.25M Buy
12,805
+3,345
+35% +$317K ﹤0.01% 2207
2020
Q4 		$865K Buy
9,460
+1,879
+25% +$162K ﹤0.01% 2300
2020
Q3 		$617K Buy
7,581
+1,382
+22% +$111K ﹤0.01% 2303
2020
Q2 		$464K Buy
6,199
+1,125
+22% +$79.6K ﹤0.01% 2457
2020
Q1 		$314K Buy
5,074
+489
+11% +$35.7K ﹤0.01% 2467
2019
Q4 		$353K Hold
4,585
– – ﹤0.01% 2650
2019
Q3 		$325K Buy
4,585
+726
+19% +$51.3K ﹤0.01% 2608
2019
Q2 		$269K Buy
+3,859
New +$265K ﹤0.01% 2795
2018
Q4 		– Sell
-3,183
Closed -$219K – 3131
2018
Q3 		$219K Buy
+3,183
New +$215K ﹤0.01% 2930

Other funds holding ESG

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

LPL Financial's ESG Position: Q1 2026 in Review

LPL Financial increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 7.8% in Q1 2026, buying an estimated $629K and bringing the position to 54,963 shares worth $8.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

LPL Financial first reported a position in ESG in Q3 2018 and has held it in 29 quarters since. 52 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • LPL Financial held 54,963 shares of FlexShares STOXX US ESG Select Index Fund worth $8.34M as of Q1 2026.
  • LPL Financial bought 3,976 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $629K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2150 holding.
  • LPL Financial first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2018 and has held it in 29 quarters since.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.