Institutional Ownership Flexshares Stoxx Global Esg Se (ESGG)
This table provides information about the institutional ownership of Flexshares Stoxx Global Esg Se (ESGG). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 567,172 shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
1,390
shares
|
$238,829
0.04% of portfolio
|
Q2 2024
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
1,378
shares
|
$236,767
0.2% of portfolio
|
Q3 2023
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,305
shares
|
$224,225
0.07% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
1,286
shares
|
$220,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,229
shares
|
$211,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,075
shares
|
$184,706
0.0% of portfolio
|
Q2 2024
Reduced 13.93%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
701
shares
|
$120,445
0.0% of portfolio
|
Q4 2023
Reduced 11.04%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
588
shares
|
$101,030
0.04% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
364
shares
|
$62,542
0.03% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
285
shares
|
$48,968
0.02% of portfolio
|
Q4 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
98
shares
|
$16,838
0.01% of portfolio
|
Q2 2024
Added 2.08%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
87
shares
|
$14,948
0.01% of portfolio
|
Q1 2023
Reduced 3.33%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
65
shares
|
$11,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52
shares
|
$8,934
0.0% of portfolio
|
Q3 2023
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
28
shares
|
$4,810
0.0% of portfolio
|
Q4 2023
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
11
shares
|
$1,890
0.0% of portfolio
|
Q4 2023
Reduced 99.1%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$171
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|