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

Morgan Stanley’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 		$2.16M Sell
14,222
-4,950
-26% -$783K ﹤0.01% 4720
2025
Q4 		$3.03M Sell
19,172
-757
-4% -$118K ﹤0.01% 4531
2025
Q3 		$3.07M Buy
19,929
+107
+0.5% +$16K ﹤0.01% 4510
2025
Q2 		$2.91M Sell
19,822
-2,096
-10% -$286K ﹤0.01% 4466
2025
Q1 		$2.94M Buy
21,918
+455
+2% +$63.7K ﹤0.01% 4336
2024
Q4 		$2.96M Buy
21,463
+5
+0% +$693 ﹤0.01% 4413
2024
Q3 		$2.92M Buy
21,458
+1,134
+6% +$148K ﹤0.01% 4390
2024
Q2 		$2.61M Buy
20,324
+2,322
+13% +$290K ﹤0.01% 4385
2024
Q1 		$2.28M Sell
18,002
-5,124
-22% -$620K ﹤0.01% 4492
2023
Q4 		$2.68M Buy
23,126
+15,142
+190% +$1.65M ﹤0.01% 4766
2023
Q3 		$841K Buy
7,984
+577
+8% +$62.8K ﹤0.01% 4901
2023
Q2 		$801K Buy
7,407
+5,117
+223% +$523K ﹤0.01% 4961
2023
Q1 		$227K Sell
2,290
-4,331
-65% -$418K ﹤0.01% 5659
2022
Q4 		$608K Buy
6,621
+4,819
+267% +$446K ﹤0.01% 5138
2022
Q3 		$155K Buy
1,802
+1,417
+368% +$135K ﹤0.01% 5852
2022
Q2 		$35K Sell
385
-1,547
-80% -$152K ﹤0.01% 6770
2022
Q1 		$212K Buy
1,932
+1,885
+4,011% +$204K ﹤0.01% 5887
2021
Q4 		$5K Buy
47
+27
+135% +$3.04K ﹤0.01% 7638
2021
Q3 		$2K Hold
20
– – ﹤0.01% 7657
2021
Q2 		$2K Buy
+20
New +$2.04K ﹤0.01% 7522

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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

Morgan Stanley's ESG Position: Q1 2026 in Review

Morgan Stanley reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 26% in Q1 2026, selling an estimated $783K and leaving 14,222 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4720.

Morgan Stanley first reported a position in ESG in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.07M in Q3 2025. 52 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Morgan Stanley held 14,222 shares of FlexShares STOXX US ESG Select Index Fund worth $2.16M as of Q1 2026.
  • Morgan Stanley sold 4,950 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $783K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4720 holding.
  • Morgan Stanley first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's FlexShares STOXX US ESG Select Index Fund position peaked at $3.07M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.