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

Parallel 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	$679K	Hold	4,477	–	–	0.01%	618
2025 Q4	$708K	Hold	4,477	–	–	0.01%	567
2025 Q3	$690K	Hold	4,477	–	–	0.01%	552
2025 Q2	$657K	Hold	4,477	–	–	0.01%	546
2025 Q1	$601K	Hold	4,477	–	–	0.01%	526
2024 Q4	$617K	Hold	4,477	–	–	0.01%	529
2024 Q3	$608K	Hold	4,477	–	–	0.01%	513
2024 Q2	$574K	Hold	4,477	–	–	0.01%	497
2024 Q1	$567K	Hold	4,477	–	–	0.02%	500
2023 Q4	$519K	Hold	4,477	–	–	0.02%	474
2023 Q3	$472K	Hold	4,477	–	–	0.02%	472
2023 Q2	$484K	Buy	4,477 +195	+5%	+$19.9K	0.02%	478
2023 Q1	$425K	Hold	4,282	–	–	0.01%	494
2022 Q4	$393K	Hold	4,282	–	–	0.02%	478
2022 Q3	$368K	Hold	4,282	–	–	0.02%	474
2022 Q2	$384K	Hold	4,282	–	–	0.02%	476
2022 Q1	$476K	Hold	4,282	–	–	0.02%	444
2021 Q4	$497K	Hold	4,282	–	–	0.02%	442
2021 Q3	$452K	Hold	4,282	–	–	0.02%	430
2021 Q2	$450K	Buy	+4,282	New	+$438K	0.02%	417

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 $308M AUM 19.08% 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

Parallel Advisors's ESG Position: Q1 2026 in Review

Parallel Advisors held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 4,477 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #618.

Parallel Advisors first reported a position in ESG in Q2 2021 and has held it in 20 quarters since. The position peaked at $708K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Parallel Advisors held 4,477 shares of FlexShares STOXX US ESG Select Index Fund worth $679K as of Q1 2026.
Parallel 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 0.01% of Parallel Advisors's portfolio in Q1 2026, its #618 holding.
Parallel Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2021 and has held it in 20 quarters since.
Parallel Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $708K in Q4 2025.
51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.