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RVW Wealth’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

RVW Wealth’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 		$2.82M Buy
16,058
+9
+0.1% +$1.52K 0.19% 53
2026
Q1 		$2.44M Hold
16,049
– – 0.19% 55
2025
Q4 		$2.54M Buy
16,049
+2
+0% +$312 0.19% 51
2025
Q3 		$2.47M Sell
16,047
-164
-1% -$24.6K 0.19% 53
2025
Q2 		$2.38M Sell
16,211
-52
-0.3% -$7.11K 0.2% 52
2025
Q1 		$2.18M Sell
16,263
-519
-3% -$72.7K 0.21% 50
2024
Q4 		$2.31M Sell
16,782
-154
-0.9% -$21.3K 0.22% 50
2024
Q3 		$2.3M Buy
16,936
+36
+0.2% +$4.71K 0.21% 52
2024
Q2 		$2.17M Buy
16,900
+30
+0.2% +$3.74K 0.22% 50
2024
Q1 		$2.14M Sell
16,870
-120
-0.7% -$14.5K 0.22% 48
2023
Q4 		$1.97M Buy
16,990
+27
+0.2% +$2.95K 0.22% 52
2023
Q3 		$1.79M Buy
16,963
+145
+0.9% +$15.8K 0.22% 51
2023
Q2 		$1.82M Buy
16,818
+1,921
+13% +$196K 0.21% 50
2023
Q1 		$1.48M Buy
14,897
+87
+0.6% +$8.4K 0.18% 59
2022
Q4 		$1.36M Buy
14,810
+115
+0.8% +$10.6K 0.17% 62
2022
Q3 		$1.26M Buy
14,695
+34
+0.2% +$3.23K 0.18% 68
2022
Q2 		$1.31M Buy
14,661
+59
+0.4% +$5.81K 0.18% 69
2022
Q1 		$1.6M Buy
14,602
+364
+3% +$39.5K 0.18% 59
2021
Q4 		$1.65M Buy
14,238
+750
+6% +$84.4K 0.18% 57
2021
Q3 		$1M Sell
13,488
-3,603
-21% -$389K 0.12% 65
2021
Q2 		$2M Buy
17,091
+54
+0.3% +$5.52K 0.25% 44
2021
Q1 		$2M Buy
17,037
+2,840
+20% +$269K 0.26% 44
2020
Q4 		$1M Buy
14,197
+5,708
+67% +$492K 0.15% 63
2020
Q3 		$691K Buy
8,489
+4,983
+142% +$401K 0.12% 68
2020
Q2 		$262K Buy
+3,506
New +$248K 0.05% 84

Other funds holding ESG

GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

RVW Wealth's ESG Position: Q2 2026 in Review

RVW Wealth increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 0.06% in Q2 2026, buying an estimated $1.52K and bringing the position to 16,058 shares worth $2.82M. The position accounts for 0.19% of the portfolio, ranked #53.

RVW Wealth first reported a position in ESG in Q2 2020 and has held it in 25 quarters since. 6 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • RVW Wealth held 16,058 shares of FlexShares STOXX US ESG Select Index Fund worth $2.82M as of Q2 2026.
  • RVW Wealth bought 9 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $1.52K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.19% of RVW Wealth's portfolio in Q2 2026, its #53 holding.
  • RVW Wealth first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2020 and has held it in 25 quarters since.
  • 6 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.