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

Wealth Enhancement Trust 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
Q2 		$34.6K Sell
197
-195
-50% -$32.9K ﹤0.01% 545
2026
Q1 		$59.5K Hold
392
– – 0.01% 429
2025
Q4 		$62K Buy
+392
New +$61.2K 0.01% 403

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
SIA
SGL Investment Advisors Missoula, Montana $290M AUM 28.62% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Wealth Enhancement Trust Services's ESG Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its FlexShares STOXX US ESG Select Index Fund (ESG) stake by 50% in Q2 2026, selling an estimated $32.9K and leaving 197 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Wealth Enhancement Trust Services first reported a position in ESG in Q4 2025 and has held it in 3 quarters since. The position peaked at $62K in Q4 2025. 42 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Wealth Enhancement Trust Services held 197 shares of FlexShares STOXX US ESG Select Index Fund worth $34.6K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 195 FlexShares STOXX US ESG Select Index Fund shares in Q2 2026, an estimated $32.9K.
  • FlexShares STOXX US ESG Select Index Fund made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #545 holding.
  • Wealth Enhancement Trust Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's FlexShares STOXX US ESG Select Index Fund position peaked at $62K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.