Mariner
ESG icon

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

Mariner’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
2024
Q4 		– Sell
-1,583
Closed -$215K – 3425
2024
Q3 		$215K Hold
1,583
– – ﹤0.01% 2886
2024
Q2 		$203K Sell
1,583
-11
-0.7% -$1.37K ﹤0.01% 2786
2024
Q1 		$202K Buy
+1,594
New +$193K ﹤0.01% 2764
2023
Q3 		– Sell
-4,987
Closed -$539K – 2937
2023
Q2 		$539K Buy
+4,987
New +$509K ﹤0.01% 1685

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Mariner's ESG Position: Q4 2024 in Review

Mariner sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2024, closing a stake of 1,583 shares — an estimated $215K sold.

Mariner first reported a position in ESG in Q2 2023 and held it in 4 quarters. The position peaked at $539K in Q2 2023. 51 funds tracked by Wall St. Rank hold ESG as of Q4 2024.

  • Mariner reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2024 after selling out during the quarter.
  • Mariner sold 1,583 FlexShares STOXX US ESG Select Index Fund shares in Q4 2024, an estimated $215K.
  • Mariner first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2023 and held it in 4 quarters.
  • Mariner's FlexShares STOXX US ESG Select Index Fund position peaked at $539K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.