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

Retirement Capital Strategies’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 Q2	–	Sell	-3,045	Closed	-$409K	–	70
2025 Q1	$409K	Buy	+3,045	New	+$426K	0.16%	65
2022 Q2	–	Sell	-10,408	Closed	-$1.1M	–	61
2022 Q1	$1.1M	Buy	+10,408	New	+$1.13M	0.44%	25
2021 Q3	–	Sell	-8,391	Closed	-$882K	–	72
2021 Q2	$882K	Sell	8,391 -4,349	-34%	-$444K	0.34%	42
2021 Q1	$1.24M	Buy	+12,740	New	+$1.21M	0.49%	39

Other funds holding ESG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Capital Strategies's ESG Position: Q2 2025 in Review

Retirement Capital Strategies sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q2 2025, closing a stake of 3,045 shares — an estimated $409K sold.

Retirement Capital Strategies first reported a position in ESG in Q1 2021 and held it in 4 quarters. The position peaked at $1.24M in Q1 2021. 50 funds tracked by Wall St. Rank hold ESG as of Q2 2025.

Retirement Capital Strategies reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 3,045 FlexShares STOXX US ESG Select Index Fund shares in Q2 2025, an estimated $409K.
Retirement Capital Strategies first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2021 and held it in 4 quarters.
Retirement Capital Strategies's FlexShares STOXX US ESG Select Index Fund position peaked at $1.24M in Q1 2021.
50 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.