Wealth Enhancement Advisory Services
ESG icon

Wealth Enhancement Advisory Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-2,005
Closed -$322K – 3675
2025
Q4 		$322K Sell
2,005
-16
-0.8% -$2.5K ﹤0.01% 2862
2025
Q3 		$312K Hold
2,021
– – ﹤0.01% 2754
2025
Q2 		$300K Buy
+2,021
New +$276K ﹤0.01% 2645
2025
Q1 		– Sell
-2,347
Closed -$323K – 3025
2024
Q4 		$323K Buy
+2,347
New +$325K ﹤0.01% 2325

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FUBT
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RW
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Morgan Stanley
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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

Wealth Enhancement Advisory Services's ESG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 2,005 shares — an estimated $322K sold.

Wealth Enhancement Advisory Services first reported a position in ESG in Q4 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,005 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $322K.
  • Wealth Enhancement Advisory Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's FlexShares STOXX US ESG Select Index Fund position peaked at $323K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.