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 42 institutions that hold shares in the stock, with a total of 156,859 shares, which have been reported (via 13F filing form) to have a value of $31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,104
shares
|
$218,415
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,050
shares
|
$207,732
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,029
shares
|
$203,577
0.0% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
988
shares
|
$195,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
557
shares
|
$110,196
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
247
shares
|
$48,866
0.02% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
87
shares
|
$17,212
0.01% of portfolio
|
Q1 2023
Reduced 3.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
65
shares
|
$12,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
56
shares
|
$11,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52
shares
|
$10,287
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
50
shares
|
$9,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
28
shares
|
$5,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
23
shares
|
$4,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16
shares
|
$3,165
0.0% of portfolio
|
Q1 2025
Reduced 97.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|