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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

53 managers (53 13F filers) reported a position in ESG shares at 2024-12-31, 498,921 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
53
13F filers
53
New
7
Added
6
Reduced
19
Sold out
1
Shares held by filers
498,921

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP133,667$18.4M<0.01%-105,76513F-HRTimelineGroup
Olde Wealth Management, LLC80,893$11.1M3.98%-1,01813F-HRTimeline
LPL Financial LLC42,293$5.83M<0.01%-84013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.35,867$4.94M2.59%-57913F-HRTimeline
FIRST UNITED BANK & TRUST34,820$4.8M1.74%-3,30113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,463$2.96M<0.01%+513F-HR/ATimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC17,435$2.39M0.18%+15,87913F-HRTimelineGroup
RVW Wealth, LLC16,782$2.31M0.22%-15413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,061$2.08M<0.01%-5,85413F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC10,134$1.4M0.36%-4113F-HRTimeline
Cambridge Investment Research Advisors,…7,159$986K<0.01%+49913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,633$914K<0.01%-5113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,359$876K<0.01%-5,74813F-HRTimelineGroup
SGL Investment Advisors, Inc.5,453$787K0.4%-17213F-HRTimeline
Well Done, LLC4,858$660K0.12%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,752$655K<0.01%-15413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,687$646K<0.01%-3,42413F-HRTimelineGroup
Parallel Advisors, LLC4,477$617K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,000$551K0.2%+50013F-HRTimeline
FLOW TRADERS U.S. LLC3,538$487K0.02%new13F-HRTimeline
Better Money Decisions, LLC3,030$417K0.29%+1113F-HRTimeline
Independent Advisor Alliance2,590$357K<0.01%new13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,502$345K0.09%-1813F-HRTimelineGroup
Monument Group Wealth Advisors, LLC2,378$328K0.23%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,347$323K<0.01%-813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,347$323K<0.01%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$295K<0.01%013F-HRTimelineGroup
NovaPoint Capital, LLC2,073$286K0.09%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,021$278K<0.01%13F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.2,017$278K<0.01%013F-HRTimeline
Empire Financial Management Company, LLC1,914$264K0.08%-1513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,890$260K0.01%013F-HRTimelineGroup
HighTower Advisors, LLC1,800$248K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,783$246K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC1,511$208K0.01%013F-HRTimeline
Berger Financial Group, Inc1,486$205K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,240$171K<0.01%+6613F-HRTimeline
First Horizon Advisors, Inc.1,052$145K<0.01%-12513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…490$67.5K<0.01%013F-HRTimelineGroup
Caldwell Trust Co395$54.4K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297$40.9K<0.01%-16313F-HR/ATimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.250$34.4K0.03%13F-HRTimeline
CVA Family Office, LLC225$31K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG201$27.7K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO154$21.2K<0.01%013F-HRTimelineGroup
COMERICA BANK131$18.1K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC128$17.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC115$15.8K<0.01%new13F-HRTimeline
Peoples Bank/KS60$8.27K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21$2.93K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2$276<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$38<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.