ESG — FLEXSHARES STOXX US ESG SELE
As of Q2 2026, 8 SEC-registered investment managers reported holding ESG (FLEXSHARES STOXX US ESG SELE) in their latest 13F filings, with a combined reported value of $4.74M across 26.98K shares. That is -42.5% by share count (-19.93K shares) versus the previous quarter, while reported value moved -33.4%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 13.77K | $2.42M | 0.00% | Reduce |
| Bank of America Corp history | 4.67K | $820.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.53K | $620.80K | 0.00% | Add |
| Citadel Advisors history | 2.78K | $489.05K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.14K | $376.19K | 0.00% | Hold |
| JPMorgan Chase & Co history | 72 | $12.61K | 0.00% | New |
| UBS Group AG history | 22 | $3.87K | 0.00% | New |
| Wells Fargo & Co history | 3 | $511 | 0.00% | New |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 14.22K | $2.16M | 0.00% | Reduce |
| Citadel Advisors history | 13.40K | $2.03M | 0.00% | Add |
| Northern Trust Corp history | 10.55K | $1.60M | 0.00% | New |
| Bank of America Corp history | 4.76K | $721.83K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.14K | $324.72K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.83K | $278.25K | 0.00% | Add |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 19.17K | $3.03M | 0.00% | Reduce |
| Bank of America Corp history | 4.97K | $786.97K | 0.00% | Add |
| Citadel Advisors history | 3.47K | $548.65K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.14K | $338.65K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 356 | $56.31K | 0.00% | Hold |
| JPMorgan Chase & Co history | 72 | $11.39K | 0.00% | Hold |
| UBS Group AG history | 50 | $7.91K | 0.00% | New |
| Wells Fargo & Co history | 1 | $118 | 0.00% | New |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 19.93K | $3.07M | 0.00% | Add |
| Citadel Advisors history | 18.08K | $2.79M | 0.00% | Add |
| Bank of America Corp history | 4.72K | $728.54K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.14K | $330.03K | 0.00% | Hold |
| Two Sigma Investments history | 1.80K | $277.60K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 356 | $54.87K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 72 | $11.10K | 0.00% | Hold |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 19.82K | $2.91M | 0.00% | Reduce |
| Northern Trust Corp history | 10.20K | $1.50M | 0.00% | Reduce |
| Bank of America Corp history | 4.80K | $704.18K | 0.00% | Add |
| Citadel Advisors history | 3.86K | $566.75K | 0.00% | Reduce |
| Goldman Sachs Group history | 2.14K | $314.21K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 386 | $56.65K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 72 | $10.57K | 0.00% | Reduce |
| UBS Group AG history | 54 | $7.93K | 0.00% | New |
| Wells Fargo & Co history | 1 | $92 | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 21.92K | $2.94M | 0.00% | Add |
| Northern Trust Corp history | 19.78K | $2.66M | 0.00% | Reduce |
| Citadel Advisors history | 6.01K | $807.04K | 0.00% | Add |
| Bank of America Corp history | 4.74K | $636.28K | 0.00% | Hold |
| Goldman Sachs Group history | 2.14K | $287.51K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 460 | $61.74K | 0.00% | Add |
| JPMorgan Chase & Co history | 73 | $9.81K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $108 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 72 sh · $12.61K
- UBS Group AG 22 sh · $3.87K
- Wells Fargo & Co 3 sh · $511
Fully Exited (vs previous quarter)
- Northern Trust Corp sold 10.55K sh · $1.60M
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 13.77K | 14.22K | 19.17K | 19.93K | 19.82K | 21.92K | 21.46K | 21.46K | 20.32K | 18.00K | 11.56K | 7.98K | 7.41K | 2.29K | 6.62K | 1.80K | 385 | 1.93K | 47 | 20 |
| Bank of America Corp | 4.67K | 4.76K | 4.97K | 4.72K | 4.80K | 4.74K | 4.75K | 4.91K | 4.52K | 6.14K | 6.26K | 7.80K | 7.41K | 7.28K | 32.19K | 36.98K | 37.05K | 38.55K | 39.85K | 35.58K |
| Fidelity Management & Research (FMR) | 3.53K | 1.83K | 356 | 356 | 386 | 460 | 128 | 128 | 99 | 64 | — | — | 50 | — | — | — | — | — | — | 100 |
| Citadel Advisors | 2.78K | 13.40K | 3.47K | 18.08K | 3.86K | 6.01K | 4.69K | 8.11K | 3.21K | 8.53K | — | 6.95K | 2.18K | 10.35K | 5.69K | 13.52K | — | — | — | 8.32K |
| Goldman Sachs Group | 2.14K | 2.14K | 2.14K | 2.14K | 2.14K | 2.14K | 2.14K | 2.14K | 2.14K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K | 5.55K |
| JPMorgan Chase & Co | 72 | — | 72 | 72 | 72 | 73 | 154 | 154 | 154 | 154 | 154 | 154 | — | — | — | — | — | — | — | 9.55K |
| UBS Group AG | 22 | — | 50 | — | 54 | — | 201 | — | — | — | — | — | 1.43K | 582 | 2.44K | — | 159 | — | 1.32K | — |
| Wells Fargo & Co | 3 | — | 1 | — | 1 | 1 | — | 1 | 1 | 1 | — | 54 | 1 | 322 | 322 | 641 | 641 | 322 | 322 | 323 |
| Two Sigma Investments | — | — | — | 1.80K | — | — | — | — | 2.50K | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | 10.55K | — | — | 10.20K | 19.78K | 133.67K | 239.43K | 411.78K | 827.39K | 830.18K | 836.02K | 838.25K | 863.40K | 849.96K | 852.14K | 849.13K | 808.94K | 774.42K | 764.09K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | 515 | 515 | 515 | 515 | 515 | 515 | 665 | 665 | 665 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details