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

SGL Investment 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 		$1.18M Buy
6,945
+756
+12% +$120K 0.44% 50
2025
Q4 		$983K Buy
6,189
+176
+3% +$27.5K 0.39% 52
2025
Q3 		$943K Buy
6,013
+193
+3% +$28.9K 0.39% 49
2025
Q2 		$855K Buy
5,820
+111
+2% +$15.2K 0.41% 49
2025
Q1 		$773K Buy
5,709
+256
+5% +$35.8K 0.4% 47
2024
Q4 		$787K Sell
5,453
-172
-3% -$23.8K 0.4% 46
2024
Q3 		$781K Buy
+5,625
New +$736K 0.4% 49

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 $348M AUM 25.01% 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

SGL Investment Advisors's ESG Position: Q1 2026 in Review

SGL Investment Advisors increased its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 12% in Q1 2026, buying an estimated $120K and bringing the position to 6,945 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #50.

SGL Investment Advisors first reported a position in ESG in Q3 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • SGL Investment Advisors held 6,945 shares of FlexShares STOXX US ESG Select Index Fund worth $1.18M as of Q1 2026.
  • SGL Investment Advisors bought 756 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $120K.
  • FlexShares STOXX US ESG Select Index Fund made up 0.44% of SGL Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • SGL Investment Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.