Farther Finance Advisors, LLC ESG — FLEXSHARES STOXX US ESG SELECT INDEX FUND

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows ESG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FLEXSHARES STOXX US ESG SELECT INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESG stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held ESG — position size vs. price
% of Fund (quarterly)    ESG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 293 — 0% 0.00% $45K 2026-04-07 $153.51
2025 Q4 ADDED — — — 293 +93 +46.5% 0.00% $46K 2026-01-23 $159.36
2025 Q3 UNCHANGED — — — 200 — 0% 0.00% $31K 2025-10-14 $152.70
2025 Q2 INITIATED — — — 200 — — 0.00% $29K 2025-07-11 $146.14

🏢 Other funds also holding ESG

As of 2026 Q1 — sorted by position size

Olde Wealth Management, LLC 3Y 1.59% FIRST UNITED BANK & TRUST 3Y 7Y 0.93% Gilbert Capital Group, Inc. 0.52% SGL Investment Advisors, Inc. 0.44% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 0.33% Curry Webb Wealth Management LLC 0.32% Roof Eidam Maycock Peralta, LLC 3Y 7Y 0.31% Monument Group Wealth Advisors, LLC 0.2% RVW Wealth, LLC 3Y 7Y 0.19% Well Done, LLC 3Y 7Y 0.12%

FAQ About Farther Finance Advisors, LLC and ESG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning ESG?

Farther Finance Advisors, LLC reported ESG across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ESG position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for ESG was 0.00% in 2025 Q2.

What is the latest reported ESG position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 293 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this ESG ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly ESG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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