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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 2025-12-31, 280,811 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
13
Reduced
14
Sold out
5
Shares held by filers
280,811

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC50,987$8.07M<0.01%+5,42313F-HRTimeline
Olde Wealth Management, LLC33,293$5.27M1.62%-43213F-HRTimeline
FIRST UNITED BANK & TRUST26,150$4.14M1.32%-1,23513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,172$3.03M<0.01%-75713F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,895$2.83M<0.01%-17213F-HRTimelineGroup
RVW Wealth, LLC16,049$2.54M0.19%+213F-HRTimeline
Roof Eidam Maycock Peralta, LLC9,034$1.43M0.32%+113F-HRTimeline
Horizon Investments, LLC6,898$1.09M0.01%+3,31613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,760$1.07M<0.01%-7,01613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,261$991K0.06%+2,67913F-HRTimeline
SGL Investment Advisors, Inc.6,189$983K0.39%+17613F-HRTimeline
Cambridge Investment Research Advisors,…6,051$958K<0.01%+70313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,970$945K<0.01%-85813F-HRTimeline
Gilbert Capital Group, Inc.5,699$902K0.68%-12913F-HRTimeline
Well Done, LLC5,164$817K0.12%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,973$787K<0.01%+24913F-HRTimelineGroup
Parallel Advisors, LLC4,477$708K0.01%013F-HRTimeline
Curry Webb Wealth Management LLC4,374$692K0.34%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,000$633K0.19%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,554$562K0.36%-15,25713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,467$549K<0.01%-14,61113F-HRTimelineGroup
Cetera Investment Advisers3,394$537K<0.01%-1613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,276$518K<0.01%+513F-HRTimelineGroup
EP Wealth Advisors, LLC3,061$484K<0.01%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,769$438K<0.01%-7513F-HRTimelineGroup
Monument Group Wealth Advisors, LLC2,378$376K0.21%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$339K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,005$322K<0.01%-1613F-HRTimeline
Dynamic Advisor Solutions LLC1,945$308K0.01%+23613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,882$298K<0.01%+3613F-HRTimelineGroup
HighTower Advisors, LLC1,800$285K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,783$282K0.07%013F-HRTimeline
Empire Financial Management Company, LLC1,514$240K0.05%-7613F-HRTimeline
Values Added Financial LLC1,270$201K0.08%new13F-HRTimeline
Global Retirement Partners, LLC950$150K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.762$121K<0.01%-8113F-HRTimeline
Go Invest LLC454$71.9K0.02%13F-HRTimeline
Caldwell Trust Co395$62.5K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.392$62K0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…385$60.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC356$56.3K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC300$47.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC293$46.4K<0.01%+9313F-HRTimeline
Sunrise Financial Services, LLC243$38.5K0.03%13F-HRTimeline
CVA Family Office, LLC225$35.6K<0.01%013F-HRTimeline
COMERICA BANK131$20.7K<0.01%013F-HRTimeline
AE Wealth Management LLC115$18.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$11.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG50$7.91K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.21$3.37K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$3.06K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13$2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$118<0.01%+113F-HRTimelineGroup