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Milestone Investment Advisors’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History

Milestone Investment Advisors’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 		$387K Sell
1,935
-122
-6% -$25.3K 0.09% 70
2025
Q4 		$422K Buy
2,057
+1
+0% +$201 0.1% 68
2025
Q3 		$406K Hold
2,056
– – 0.1% 65
2025
Q2 		$386K Buy
2,056
+1
+0% +$174 0.1% 66
2025
Q1 		$349K Hold
2,055
– – 0.1% 68
2024
Q4 		$345K Buy
2,055
+1
+0% +$171 0.09% 68
2024
Q3 		$354K Hold
2,054
– – 0.1% 68
2024
Q2 		$338K Buy
2,054
+54
+3% +$8.72K 0.09% 66
2024
Q1 		$326K Hold
2,000
– – 0.09% 63
2023
Q4 		$299K Sell
2,000
-170
-8% -$23.8K 0.09% 61
2023
Q3 		$293K Buy
2,170
+45
+2% +$6.31K 0.08% 82
2023
Q2 		$298K Buy
2,125
+450
+27% +$61.2K 0.09% 61
2023
Q1 		$221K Buy
1,675
+396
+31% +$50.7K 0.07% 99
2022
Q4 		$155K Buy
+1,279
New +$153K 0.05% 66

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Milestone Investment Advisors's ESGG Position: Q1 2026 in Review

Milestone Investment Advisors reduced its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 5.9% in Q1 2026, selling an estimated $25.3K and leaving 1,935 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #70.

Milestone Investment Advisors first reported a position in ESGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $422K in Q4 2025. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

  • Milestone Investment Advisors held 1,935 shares of FlexShares STOXX Global ESG Select Index Fund worth $387K as of Q1 2026.
  • Milestone Investment Advisors sold 122 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2026, an estimated $25.3K.
  • FlexShares STOXX Global ESG Select Index Fund made up 0.09% of Milestone Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Milestone Investment Advisors first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Milestone Investment Advisors's FlexShares STOXX Global ESG Select Index Fund position peaked at $422K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.