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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

57 managers (57 13F filers) reported a position in ESG shares at 2026-06-30, 291,060 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
57
13F filers
57
New
6
Added
13
Reduced
18
Sold out
3
Shares held by filers
291,060

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC54,996$9.67M<0.01%+3313F-HRTimeline
Olde Wealth Management, LLC32,604$5.73M1.62%-58013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,641$3.98M<0.01%+3,62813F-HRTimelineGroup
FIRST UNITED BANK & TRUST17,299$3.04M0.87%-1,63113F-HRTimeline
RVW Wealth, LLC16,058$2.82M0.19%+913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,766$2.42M<0.01%-45613F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,034$1.59M0.31%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,858$1.38M<0.01%-5,75013F-HRTimelineGroup
SGL Investment Advisors, Inc.6,827$1.24M0.43%-11813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,155$1.08M0.06%+2013F-HRTimeline
Horizon Investments, LLC6,155$1.08M0.01%-6,40513F-HRTimeline
Cambridge Investment Research Advisors,…6,052$1.06M<0.01%+113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC5,627$989K<0.01%-45713F-HRTimeline
Well Done, LLC5,164$908K0.12%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,665$820K<0.01%-9213F-HRTimelineGroup
Curry Webb Wealth Management LLC4,480$787K0.33%+2313F-HRTimeline
Parallel Advisors, LLC4,477$787K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,403$774K<0.01%-21613F-HRTimelineGroup
Gilbert Capital Group, Inc.4,295$755K0.53%-18113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.4,000$703K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,627$638K<0.01%-5513F-HRTimelineGroup
Cetera Investment Advisers3,551$624K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3,531$621K<0.01%+1,69713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,458$608K<0.01%+17913F-HRTimelineGroup
EP Wealth Advisors, LLC3,060$538K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,782$489K<0.01%-10,61913F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.2,702$469K0.29%-63513F-HRTimeline
Monument Group Wealth Advisors, LLC9,630$434K0.21%+7,25213F-HRTimeline
Private Advisor Group, LLC2,314$407K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC2,287$402K0.01%+2913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$376K<0.01%013F-HRTimelineGroup
NovaPoint Capital, LLC2,073$364K0.08%new13F-HRTimeline
Advisory Services Network, LLC2,038$358K<0.01%+30113F-HRTimeline
HighTower Advisors, LLC1,800$316K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,743$306K0.07%-2013F-HRTimeline
Empire Financial Management Company, LLC1,474$259K0.1%-4013F-HRTimeline
Values Added Financial LLC1,270$223K0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC1,208$212K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC950$167K<0.01%13F-HRTimeline
Caldwell Trust Co395$69.4K0.01%013F-HRTimeline
Go Invest LLC391$68.7K0.02%-9913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…375$65.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC343$60.3K<0.01%+5013F-HRTimeline
CVA Family Office, LLC225$39.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP217$38.1K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.197$34.6K<0.01%-19513F-HR/ATimeline
Smartleaf Asset Management LLC186$32.6K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC171$30.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC115$20.2K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC91$16K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$12.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc25$4.39K<0.01%-7513F-HRTimeline
UBS Group AGin group UBS Group AG22$3.87K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.21$3.74K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4$703<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3$511<0.01%+313F-HRTimelineGroup