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

LPL Financial’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
2026
Q1 		$1.54M Buy
7,681
+2,744
+56% +$569K ﹤0.01% 3755
2025
Q4 		$1.01M Buy
4,937
+813
+20% +$164K ﹤0.01% 4060
2025
Q3 		$814K Buy
4,124
+133
+3% +$25.5K ﹤0.01% 4200
2025
Q2 		$749K Sell
3,991
-50
-1% -$8.72K ﹤0.01% 4014
2025
Q1 		$686K Sell
4,041
-189
-4% -$32.9K ﹤0.01% 3867
2024
Q4 		$711K Buy
4,230
+20
+0.5% +$3.43K ﹤0.01% 3781
2024
Q3 		$726K Buy
4,210
+569
+16% +$95K ﹤0.01% 3690
2024
Q2 		$599K Buy
3,641
+487
+15% +$78.7K ﹤0.01% 3710
2024
Q1 		$514K Buy
3,154
+9
+0.3% +$1.4K ﹤0.01% 3757
2023
Q4 		$470K Sell
3,145
-854
-21% -$120K ﹤0.01% 3714
2023
Q3 		$540K Buy
3,999
+1,495
+60% +$210K ﹤0.01% 3428
2023
Q2 		$351K Sell
2,504
-6,853
-73% -$932K ﹤0.01% 3720
2023
Q1 		$1.24M Sell
9,357
-45
-0.5% -$5.77K ﹤0.01% 2576
2022
Q4 		$1.14M Sell
9,402
-8,700
-48% -$1.04M ﹤0.01% 2540
2022
Q3 		$1.99M Buy
18,102
+36
+0.2% +$4.4K ﹤0.01% 1988
2022
Q2 		$2.14M Sell
18,066
-449
-2% -$58.1K ﹤0.01% 1975
2022
Q1 		$2.63M Buy
18,515
+1,953
+12% +$278K ﹤0.01% 1842
2021
Q4 		$2.52M Buy
16,562
+5,188
+46% +$769K ﹤0.01% 1923
2021
Q3 		$1.6M Buy
11,374
+4,233
+59% +$610K ﹤0.01% 2232
2021
Q2 		$1M Buy
7,141
+3,555
+99% +$490K ﹤0.01% 2566
2021
Q1 		$469K Buy
+3,586
New +$460K ﹤0.01% 3073

Other funds holding ESGG

FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's ESGG Position: Q1 2026 in Review

LPL Financial increased its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 56% in Q1 2026, buying an estimated $569K and bringing the position to 7,681 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

LPL Financial first reported a position in ESGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.63M in Q1 2022. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

  • LPL Financial held 7,681 shares of FlexShares STOXX Global ESG Select Index Fund worth $1.54M as of Q1 2026.
  • LPL Financial bought 2,744 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2026, an estimated $569K.
  • FlexShares STOXX Global ESG Select Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3755 holding.
  • LPL Financial first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's FlexShares STOXX Global ESG Select Index Fund position peaked at $2.63M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2026.

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