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

NovaPoint Capital’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 Q2	$364K	Buy	+2,073	New	+$349K	0.08%	122
2025 Q4	–	Sell	-2,073	Closed	-$320K	–	97
2025 Q3	$320K	Buy	+2,073	New	+$311K	0.08%	119
2025 Q2	–	Sell	-2,073	Closed	-$279K	–	94
2025 Q1	$279K	Hold	2,073	–	–	0.09%	118
2024 Q4	$286K	Hold	2,073	–	–	0.09%	113
2024 Q3	$282K	Hold	2,073	–	–	0.09%	111
2024 Q2	$266K	Hold	2,073	–	–	0.09%	115
2024 Q1	$262K	Hold	2,073	–	–	0.09%	118
2023 Q4	$241K	Hold	2,073	–	–	0.09%	118
2023 Q3	$218K	Hold	2,073	–	–	0.09%	126
2023 Q2	$224K	Hold	2,073	–	–	0.08%	122
2023 Q1	$206K	Buy	+2,073	New	+$200K	0.08%	126
2022 Q2	–	Sell	-2,353	Closed	-$258K	–	131
2022 Q1	$258K	Hold	2,353	–	–	0.09%	119
2021 Q4	$273K	Sell	2,353 -86	-4%	-$9.67K	0.1%	112
2021 Q3	$257K	Sell	2,439 -370	-13%	-$40K	0.1%	108
2021 Q2	$295K	Buy	2,809 +50	+2%	+$5.11K	0.12%	95
2021 Q1	$269K	Hold	2,759	–	–	0.13%	97
2020 Q4	$252K	Hold	2,759	–	–	0.13%	98
2020 Q3	$225K	Buy	+2,759	New	+$222K	0.15%	92

Other funds holding ESG

LPL Financial San Diego, California $445B AUM 25.58% 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

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

NovaPoint Capital's ESG Position: Q2 2026 in Review

NovaPoint Capital opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q2 2026: 2,073 shares worth $364K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in ESG as recently as Q3 2025.

NovaPoint Capital first reported a position in ESG in Q3 2020 and has held it in 18 quarters since. 28 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

NovaPoint Capital held 2,073 shares of FlexShares STOXX US ESG Select Index Fund worth $364K as of Q2 2026.
FlexShares STOXX US ESG Select Index Fund was a new NovaPoint Capital position in Q2 2026.
FlexShares STOXX US ESG Select Index Fund made up 0.08% of NovaPoint Capital's portfolio in Q2 2026, its #122 holding.
NovaPoint Capital first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2020 and has held it in 18 quarters since.
28 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.