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 35 institutions that hold shares in the stock, with a total of 188,215 shares, which have been reported (via 13F filing form) to have a value of $32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
588
shares
|
$105,910
0.03% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
552
shares
|
$99,426
0.03% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
332
shares
|
$59,799
0.03% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
87
shares
|
$15,670
0.01% of portfolio
|
Q1 2023
Reduced 3.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
65
shares
|
$11,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52
shares
|
$9,366
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
28
shares
|
$5,043
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
16
shares
|
$2,881
0.0% of portfolio
|
Q1 2025
Reduced 97.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$180
0.0% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|