Wealth Enhancement Advisory Services
ESGG icon

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

Wealth Enhancement Advisory Services’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,025
Closed -$214K – 3676
2025
Q4 		$214K Sell
1,025
-25
-2% -$5.03K ﹤0.01% 3228
2025
Q3 		$209K Sell
1,050
-77
-7% -$14.8K ﹤0.01% 3100
2025
Q2 		$213K Buy
+1,127
New +$197K ﹤0.01% 2940
2025
Q1 		– Sell
-12,531
Closed -$2.11M – 3026
2024
Q4 		$2.11M Buy
12,531
+5,576
+80% +$956K ﹤0.01% 1163
2024
Q3 		$1.2M Sell
6,955
-16
-0.2% -$2.67K ﹤0.01% 1301
2024
Q2 		$1.15M Sell
6,971
-107
-2% -$17.3K ﹤0.01% 1215
2024
Q1 		$1.15M Sell
7,078
-292
-4% -$45.5K ﹤0.01% 1171
2023
Q4 		$1.1M Buy
+7,370
New +$1.03M ﹤0.01% 1134

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CA
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LPL Financial
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Cetera Investment Advisers
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Wealth Enhancement Advisory Services's ESGG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of FlexShares STOXX Global ESG Select Index Fund (ESGG) in Q1 2026, closing a stake of 1,025 shares — an estimated $214K sold.

Wealth Enhancement Advisory Services first reported a position in ESGG in Q4 2023 and held it in 8 quarters. The position peaked at $2.11M in Q4 2024. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining FlexShares STOXX Global ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,025 FlexShares STOXX Global ESG Select Index Fund shares in Q1 2026, an estimated $214K.
  • Wealth Enhancement Advisory Services first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's FlexShares STOXX Global ESG Select Index Fund position peaked at $2.11M in Q4 2024.
  • 32 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q1 2026.

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