Raymond James Financial
ESG icon

Raymond James Financial’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Raymond James Financial’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 		$701K Buy
4,619
+2,737
+145% +$433K ﹤0.01% 4113
2025
Q4 		$298K Buy
1,882
+36
+2% +$5.62K ﹤0.01% 4574
2025
Q3 		$285K Hold
1,846
– – ﹤0.01% 4438
2025
Q2 		$271K Hold
1,846
– – ﹤0.01% 4356
2025
Q1 		$248K Sell
1,846
-175
-9% -$24.5K ﹤0.01% 4311
2024
Q4 		$278K Buy
+2,021
New +$280K ﹤0.01% 4222

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
Susquehanna International Group
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial's ESG Position: Q1 2026 in Review

Raymond James Financial increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 145% in Q1 2026, buying an estimated $433K and bringing the position to 4,619 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

Raymond James Financial first reported a position in ESG in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Raymond James Financial held 4,619 shares of FlexShares STOXX US ESG Select Index Fund worth $701K as of Q1 2026.
  • Raymond James Financial bought 2,737 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $433K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4113 holding.
  • Raymond James Financial first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.