ESGG — FLEXSHARES TR

Ownership history in Forefront Analytics, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in FLEXSHARES TR (ESGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.63% (2025 Q3)
Avg. % of fund
4.4%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,999 -1,371 -5.6% 4.17% $4.7M $205.28
2025 Q3 REDUCED 24,370 -28,774 -54.1% 4.63% $4.8M $196.55
2024 Q3 ADDED 53,144 +666 +1.3% 4.32% $9.2M $168.89
2024 Q2 REDUCED 52,478 -4,926 -8.6% 4.13% $8.6M $160.52
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGG price (monthly, adj. close)

Other funds also holding ESGG

As of 2025 Q4 — sorted by position size

SK Wealth Management, LLC 2.1% HALL CAPITAL MANAGEMENT CO INC 3Y 7Y 0.13% Fort Point Capital Partners LLC 3Y 7Y 0.11% Well Done, LLC 3Y 7Y 0.11% Milestone Investment Advisors LLC 3Y 0.1% CoreCap Advisors, LLC 3Y 0.06% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.05% BSW Wealth Partners 3Y 7Y 0.03% HIGHLINE WEALTH PARTNERS LLC 0.03% Carolina Wealth Advisors, LLC 3Y 0.02%
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