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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

47 managers (47 13F filers) reported a position in ESG shares at 2025-03-31, 340,825 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
47
13F filers
47
New
1
Added
11
Reduced
16
Sold out
7
Shares held by filers
340,825

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Olde Wealth Management, LLC67,373$9.05M3.19%-13,52013F-HRTimeline
LPL Financial LLC42,802$5.75M<0.01%+50913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.35,232$4.73M2.5%-63513F-HRTimeline
FIRST UNITED BANK & TRUST29,635$3.98M1.49%-5,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,918$2.94M<0.01%+45513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,780$2.66M<0.01%-113,88713F-HRTimelineGroup
RVW Wealth, LLC16,263$2.18M0.21%-51913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,575$1.96M<0.01%-48613F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,419$1.27M0.34%-71513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,551$880K<0.01%-8213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,538$879K<0.01%+17913F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,007$807K<0.01%+1,32013F-HRTimelineGroup
SGL Investment Advisors, Inc.5,709$773K0.4%+25613F-HRTimeline
Cambridge Investment Research Advisors,…5,503$739K<0.01%-1,65613F-HRTimeline
Well Done, LLC4,875$672K0.12%+1713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,736$636K<0.01%-1613F-HRTimelineGroup
Parallel Advisors, LLC4,477$601K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,000$537K0.21%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,282$441K<0.01%+2,98513F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES3,045$409K0.16%new13F-HRTimeline
Better Money Decisions, LLC3,036$408K0.27%+613F-HRTimeline
Monument Group Wealth Advisors, LLC2,378$319K0.22%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,315$311K<0.01%-3213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$288K<0.01%013F-HR/ATimelineGroup
NovaPoint Capital, LLC2,073$279K0.09%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,017$271K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,890$254K0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,846$248K<0.01%-17513F-HRTimelineGroup
HighTower Advisors, LLC1,800$242K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,783$240K0.07%013F-HRTimeline
FLOW TRADERS U.S. LLC1,714$230K0.01%-1,82413F-HRTimeline
Empire Financial Management Company, LLC1,683$226K0.07%-23113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,125$151K<0.01%-11513F-HRTimeline
First Horizon Advisors, Inc.1,082$145K<0.01%+3013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…490$65.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC460$61.7K<0.01%+33213F-HRTimelineGroup
Caldwell Trust Co395$53.1K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.250$33.6K0.03%013F-HRTimeline
CVA Family Office, LLC225$30.2K<0.01%013F-HRTimeline
COMERICA BANK131$17.6K<0.01%013F-HRTimeline
AE Wealth Management LLC115$15.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73$9.81K<0.01%-8113F-HRTimelineGroup
Peoples Bank/KS60$8.06K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.21$2.86K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2$276<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$108<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.