VAF
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Values Added Financial’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Values Added 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
Q2 		$223K Buy
+1,270
New +$214K 0.08% 136
2026
Q1 		– Sell
-1,270
Closed -$201K – 138
2025
Q4 		$201K Buy
+1,270
New +$198K 0.08% 135

Other funds holding ESG

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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
MGWA
Monument Group Wealth Advisors Concord, Massachusetts $208M AUM 23.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Values Added Financial's ESG Position: Q2 2026 in Review

Values Added Financial opened a new position in FlexShares STOXX US ESG Select Index Fund (ESG) in Q2 2026: 1,270 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings. This is a return to the name: Values Added Financial previously reported a position in ESG as recently as Q4 2025.

Values Added Financial first reported a position in ESG in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Values Added Financial held 1,270 shares of FlexShares STOXX US ESG Select Index Fund worth $223K as of Q2 2026.
  • FlexShares STOXX US ESG Select Index Fund was a new Values Added Financial position in Q2 2026.
  • FlexShares STOXX US ESG Select Index Fund made up 0.08% of Values Added Financial's portfolio in Q2 2026, its #136 holding.
  • Values Added Financial first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.