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Well Done LLC’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Well Done LLC’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 		$784K Hold
5,164
– – 0.12% 93
2025
Q4 		$817K Hold
5,164
– – 0.12% 95
2025
Q3 		$796K Sell
5,164
-1
-0% -$150 0.14% 89
2025
Q2 		$758K Buy
5,165
+290
+6% +$39.6K 0.14% 89
2025
Q1 		$672K Buy
4,875
+17
+0.3% +$2.38K 0.12% 94
2024
Q4 		$660K Hold
4,858
– – 0.12% 90
2024
Q3 		$660K Buy
4,858
+14
+0.3% +$1.83K 0.12% 91
2024
Q2 		$621K Buy
4,844
+16
+0.3% +$2K 0.13% 95
2024
Q1 		$611K Sell
4,828
-5
-0.1% -$605 0.12% 101
2023
Q4 		$561K Buy
4,833
+17
+0.4% +$1.86K 0.11% 104
2023
Q3 		$508K Buy
4,816
+13
+0.3% +$1.42K 0.11% 97
2023
Q2 		$519K Buy
4,803
+16
+0.3% +$1.64K 0.11% 96
2023
Q1 		$475K Buy
4,787
+12
+0.3% +$1.16K 0.1% 101
2022
Q4 		$438K Buy
4,775
+20
+0.4% +$1.85K 0.09% 109
2022
Q3 		$409K Buy
4,755
+16
+0.3% +$1.52K 0.1% 103
2022
Q2 		$425K Buy
4,739
+15
+0.3% +$1.48K 0.09% 105
2022
Q1 		$518K Hold
4,724
– – 0.1% 106
2021
Q4 		$549K Hold
4,724
– – 0.11% 104
2021
Q3 		$499K Hold
4,724
– – 0.11% 108
2021
Q2 		$496K Hold
4,724
– – 0.11% 103
2021
Q1 		$460K Hold
4,724
– – 0.11% 103
2020
Q4 		$432K Hold
4,724
– – 0.11% 97
2020
Q3 		$385K Hold
4,724
– – 0.11% 87
2020
Q2 		$353K Hold
4,724
– – 0.1% 101
2020
Q1 		$293K Hold
4,724
– – 0.09% 104
2019
Q4 		$364K Hold
4,724
– – 0.08% 108
2019
Q3 		$335K Hold
4,724
– – 0.08% 110
2019
Q2 		$330K Hold
4,724
– – 0.08% 108
2019
Q1 		$317K Hold
4,724
– – 0.08% 111
2018
Q4 		$281K Hold
4,724
– – 0.08% 111
2018
Q3 		$326K Hold
4,724
– – 0.09% 104
2018
Q2 		$304K Hold
4,724
– – 0.09% 104
2018
Q1 		$296K Buy
+4,724
New +$305K 0.09% 93

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Well Done LLC's ESG Position: Q1 2026 in Review

Well Done LLC held its FlexShares STOXX US ESG Select Index Fund (ESG) position steady in Q1 2026 at 5,164 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #93.

Well Done LLC first reported a position in ESG in Q1 2018 and has held it in 33 quarters since. The position peaked at $817K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Well Done LLC held 5,164 shares of FlexShares STOXX US ESG Select Index Fund worth $784K as of Q1 2026.
  • Well Done LLC left its FlexShares STOXX US ESG Select Index Fund share count unchanged in Q1 2026.
  • FlexShares STOXX US ESG Select Index Fund made up 0.12% of Well Done LLC's portfolio in Q1 2026, its #93 holding.
  • Well Done LLC first reported a position in FlexShares STOXX US ESG Select Index Fund in Q1 2018 and has held it in 33 quarters since.
  • Well Done LLC's FlexShares STOXX US ESG Select Index Fund position peaked at $817K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Well Done LLC's 13F filing for Q1 2026, filed 14 Apr 2026.