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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

49 managers (49 13F filers) reported a position in ESG shares at 2025-09-30, 303,590 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
9
Reduced
14
Sold out
6
Shares held by filers
303,590

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC45,564$7.03M<0.01%+2,98913F-HRTimeline
Olde Wealth Management, LLC33,725$5.29M1.63%13F-HRTimeline
FIRST UNITED BANK & TRUST27,385$4.22M1.37%-1,09113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,929$3.07M<0.01%+10713F-HR/ATimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.18,811$2.9M1.57%-16,48313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,078$2.79M<0.01%+14,21813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,067$2.79M<0.01%+7,37713F-HRTimelineGroup
RVW Wealth, LLC16,047$2.47M0.19%-16413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,776$2.12M<0.01%+2,76213F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,033$1.39M0.34%-20113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,828$1.05M<0.01%+413F-HRTimeline
SGL Investment Advisors, Inc.6,013$943K0.39%+19313F-HRTimeline
Gilbert Capital Group, Inc.5,828$899K0.7%-15013F-HRTimeline
Cambridge Investment Research Advisors,…5,348$825K<0.01%-24013F-HRTimeline
Well Done, LLC5,164$796K0.14%-113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,724$729K<0.01%-7213F-HR/ATimelineGroup
Parallel Advisors, LLC4,477$690K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,000$617K0.19%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,582$552K0.04%new13F-HRTimeline
Horizon Investments, LLC3,582$552K0.01%new13F-HRTimeline
Cetera Investment Advisers3,410$526K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,271$504K<0.01%-4113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,844$439K<0.01%+12413F-HRTimelineGroup
Monument Group Wealth Advisors, LLC2,378$367K0.22%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$330K<0.01%013F-HRTimelineGroup
NovaPoint Capital, LLC2,073$320K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,021$312K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,846$285K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,800$278K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC1,800$278K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,783$275K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC1,709$264K0.01%+8313F-HRTimeline
Empire Financial Management Company, LLC1,590$245K0.06%-8213F-HRTimeline
Global Retirement Partners, LLC950$147K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.843$130K<0.01%-28213F-HRTimeline
Arax Advisory Partners1,000$66.3K<0.01%new13F-HRTimeline
Caldwell Trust Co395$60.9K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…385$59.4K<0.01%-10513F-HRTimelineGroup
FMR LLCin group FMR LLC356$54.9K<0.01%-3013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.250$38.6K0.03%013F-HRTimeline
CVA Family Office, LLC225$34.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC200$30.8K<0.01%013F-HRTimeline
COMERICA BANK131$20.2K<0.01%013F-HRTimeline
AE Wealth Management LLC115$17.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$11.1K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.21$3.28K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$2.98K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2$308<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$50<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.