Monument Group Wealth Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Monument Group Wealth Advisors’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	$361K	Hold	2,378	–	–	0.2%	25
2025 Q4	$376K	Hold	2,378	–	–	0.21%	29
2025 Q3	$367K	Hold	2,378	–	–	0.22%	28
2025 Q2	$349K	Hold	2,378	–	–	0.22%	35
2025 Q1	$319K	Hold	2,378	–	–	0.22%	33
2024 Q4	$328K	Hold	2,378	–	–	0.23%	35
2024 Q3	$323K	Hold	2,378	–	–	0.19%	36
2024 Q2	$305K	Hold	2,378	–	–	0.21%	36
2024 Q1	$301K	Hold	2,378	–	–	0.22%	37
2023 Q4	$276K	Buy	+2,378	New	+$260K	0.24%	34

Other funds holding ESG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monument Group Wealth Advisors's ESG Position: Q1 2026 in Review

Monument Group Wealth Advisors held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 2,378 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #25.

Monument Group Wealth Advisors first reported a position in ESG in Q4 2023 and has held it in 10 quarters since. The position peaked at $376K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Monument Group Wealth Advisors held 2,378 shares of FlexShares STOXX US ESG Select Index Fund worth $361K as of Q1 2026.
Monument Group Wealth Advisors left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q1 2026.
FlexShares STOXX US ESG Select Index Fund made up 0.2% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Monument Group Wealth Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $376K in Q4 2025.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.