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Twin Peaks Wealth Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-155
Closed -$23.2K – 763
2025
Q2 		$23.2K Buy
+155
New +$21.2K 0.01% 553

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 $348M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Twin Peaks Wealth Advisors's ESG Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q3 2025, closing a stake of 155 shares — an estimated $23.2K sold.

Twin Peaks Wealth Advisors first reported a position in ESG in Q2 2025 and held it in 1 quarter. The position peaked at $23.2K in Q2 2025. 48 funds tracked by Wall St. Rank hold ESG as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 155 FlexShares STOXX US ESG Select Index Fund shares in Q3 2025, an estimated $23.2K.
  • Twin Peaks Wealth Advisors first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's FlexShares STOXX US ESG Select Index Fund position peaked at $23.2K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.