FLEXSHARES STOXX US ESG SELE (ESG) Institutional Ownership Changes & 13F Activity
FLEXSHARES STOXX US ESG SELE (ESG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Monument Group Wealth Advisors, Llc, Horizon Investments, Llc, Royal Bank Of Canada, and Curry Webb Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -10,619 | -79.2% | 2,782 | $489.05K | Q2 2026 | Sep 02, 2026 |
| Royal Bank Of Canada | Sell | -5,750 | -42.3% | 7,858 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,628 | +19.1% | 22,641 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -216 | -4.7% | 4,403 | $773.95K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +179 | +5.5% | 3,458 | $607.90K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -92 | -1.9% | 4,665 | $820.06K | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Sell | -40 | -2.6% | 1,474 | $259.11K | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors Llc | Sell | -20 | -1.1% | 1,743 | $306.40K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3 | — | 3 | $511.00 | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, Llc | Sell | -6,405 | -51.0% | 6,155 | $1.08M | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management Llc | Buy | +4,480 | — | 4,480 | $787.48K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,697 | +92.5% | 3,531 | $620.80K | Q2 2026 | Aug 13, 2026 |
| Olde Wealth Management, Llc | Sell | -580 | -1.7% | 32,604 | $5.73M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -456 | -3.2% | 13,766 | $2.42M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +22 | — | 22 | $3.87K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +301 | +17.3% | 2,038 | $358.26K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +72 | — | 72 | $12.61K | Q2 2026 | Aug 12, 2026 |
| Sgl Investment Advisors, Inc. | Sell | -118 | -1.7% | 6,827 | $1.24M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +33 | +0.1% | 54,996 | $9.67M | Q2 2026 | Aug 07, 2026 |
| Novapoint Capital, Llc | Buy | +2,073 | — | 2,073 | $364.41K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Sell | -55 | -1.5% | 3,627 | $637.67K | Q2 2026 | Aug 03, 2026 |
| Interactive Financial Advisors, Inc. | Sell | -635 | -19.0% | 2,702 | $468.53K | Q2 2026 | Jul 31, 2026 |
| Founders Financial Securities Llc | Buy | +20 | +0.3% | 6,155 | $1.08M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1 | +0.0% | 6,052 | $1.06K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -457 | -7.5% | 5,627 | $989.17K | Q2 2026 | Jul 29, 2026 |
| Monument Group Wealth Advisors, Llc | Buy | +7,252 | +305.0% | 9,630 | $434.31K | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, Llc | Buy | +2,314 | — | 2,314 | $406.78K | Q2 2026 | Jul 27, 2026 |
| Values Added Financial Llc | Buy | +1,270 | — | 1,270 | $223.25K | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | Sell | -195 | -49.7% | 197 | $34.63K | Q2 2026 | Jul 22, 2026 |
| First United Bank & Trust | Sell | -1,631 | -8.6% | 17,299 | $3.04M | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about ESG activity
Which institutional owners are buying ESG?
Institutional owners buying ESG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ESG activity?
"Buy" means an investor increased their reported position in ESG compared to the prior reporting period. This reflects growing exposure to FLEXSHARES STOXX US ESG SELE (ESG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ESG increasing?
Institutional interest in ESG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.