ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND

Ownership history in Well Done, LLC  ·  32 quarters on record

AI Ownership Summary

Well Done, LLC reported FLEXSHARES STOXX US ESG IMPACT INDEX FUND (ESG) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows ESG at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Well Done, LLC's position in FLEXSHARES STOXX US ESG IMPACT 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
2025 Q4

ESG was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2023 Q3 to 2025 Q4

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.

How Well Done, LLC held ESG — position size vs. price
% of Fund (quarterly)    ESG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,164 0% 0.12% $817K 2026-02-14 (Est.) $159.37
2025 Q3 REDUCED 5,164 -1 -0.0% 0.14% $796K 2025-10-28 $157.34
2025 Q2 ADDED 5,165 +290 +5.9% 0.14% $758K 2025-07-15 $145.34
2025 Q1 ADDED 4,875 +17 +0.3% 0.12% $672K 2025-04-21 $122.70
2024 Q4 UNCHANGED 4,858 0% 0.12% $660K 2025-01-17 $139.24
2024 Q3 ADDED 4,858 +14 +0.3% 0.12% $660K 2024-10-17 $135.00
2024 Q2 ADDED 4,844 +16 +0.3% 0.13% $621K 2024-07-18 $128.67
2024 Q1 REDUCED 4,828 -5 -0.1% 0.12% $611K 2024-04-18 $117.63
2023 Q4 ADDED 4,833 +17 +0.4% 0.11% $561K 2024-01-18 $113.17
2023 Q3 ADDED 4,816 +13 +0.3% 0.11% $508K 2023-10-16 $104.48
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Well Done, 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 Well Done, LLC reported owning ESG?

Well Done, LLC reported ESG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ESG position in Well Done, LLC's portfolio?

The largest reported portfolio weight for ESG was 0.14% in 2025 Q2.

What is the latest reported ESG position on this page?

The most recent filing on this page is 2025 Q4, when Well Done, LLC reported 5,164 shares, equal to 0.12% of portfolio, with an estimated market value of $817K.

What does the chart on this ESG ownership page compare?

The chart compares Well Done, 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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