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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

51 managers (51 13F filers) reported a position in ESG shares at 2025-06-30, 265,844 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
7
Added
10
Reduced
13
Sold out
3
Shares held by filers
265,844

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC42,575$6.25M<0.01%-22713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.35,294$5.18M2.53%+6213F-HRTimeline
FIRST UNITED BANK & TRUST28,476$4.18M1.46%-1,15913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,822$2.91M<0.01%-2,09613F-HRTimelineGroup
RVW Wealth, LLC16,211$2.38M0.2%-5213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,014$1.62M<0.01%+4,47613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,690$1.57M<0.01%-3,88513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,198$1.5M<0.01%-9,58213F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,234$1.36M0.33%-18513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,824$1M<0.01%+27313F-HRTimeline
Gilbert Capital Group, Inc.5,978$878K0.73%13F-HRTimeline
SGL Investment Advisors, Inc.5,820$855K0.41%+11113F-HRTimeline
Cambridge Investment Research Advisors,…5,588$820K<0.01%+8513F-HRTimeline
Well Done, LLC5,165$758K0.14%+29013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,796$704K<0.01%+6013F-HRTimelineGroup
Parallel Advisors, LLC4,477$657K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,000$587K0.21%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,860$567K<0.01%-2,14713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,312$486K<0.01%+3013F-HR/ATimelineGroup
Better Money Decisions, LLC3,044$447K0.27%+813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,720$399K<0.01%+40513F-HRTimelineGroup
Monument Group Wealth Advisors, LLC2,378$349K0.22%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$314K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,021$300K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,017$296K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,890$278K0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,846$271K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC1,800$264K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,783$262K0.07%013F-HRTimeline
Empire Financial Management Company, LLC1,672$245K0.07%-1113F-HRTimeline
Dynamic Advisor Solutions LLC1,626$239K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC1,457$214K0.01%-25713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP1,456$214K0.06%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,125$165K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,019$150K<0.01%-6313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…490$71.9K<0.01%013F-HRTimelineGroup
Caldwell Trust Co395$58K0.01%013F-HRTimeline
FMR LLCin group FMR LLC386$56.6K<0.01%-7413F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.250$36.7K0.03%013F-HRTimeline
CVA Family Office, LLC225$33K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC200$29.4K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC155$23.2K0.01%new13F-HRTimeline
COMERICA BANK131$19.2K<0.01%013F-HRTimeline
AE Wealth Management LLC115$16.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$10.6K<0.01%-113F-HRTimelineGroup
UBS Group AGin group UBS Group AG54$7.93K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.21$3.12K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$2.83K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2$294<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$92<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.