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Principal Securities’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2
Closed -$308 – 1993
2025
Q3 		$308 Hold
2
– – ﹤0.01% 3605
2025
Q2 		$294 Hold
2
– – ﹤0.01% 3562
2025
Q1 		$276 Hold
2
– – ﹤0.01% 3430
2024
Q4 		$276 Buy
+2
New +$277 ﹤0.01% 3425

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Principal Securities's ESG Position: Q4 2025 in Review

Principal Securities sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q4 2025, closing a stake of 2 shares — an estimated $308 sold.

Principal Securities first reported a position in ESG in Q4 2024 and held it in 4 quarters. The position peaked at $308 in Q3 2025. 52 funds tracked by Wall St. Rank hold ESG as of Q4 2025.

  • Principal Securities reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2 FlexShares STOXX US ESG Select Index Fund shares in Q4 2025, an estimated $308.
  • Principal Securities first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and held it in 4 quarters.
  • Principal Securities's FlexShares STOXX US ESG Select Index Fund position peaked at $308 in Q3 2025.
  • 52 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.