The FlexShares STOXX US ESG Select Index Fund holds 265 stocks of companies with an ESG score above their industry median. The methodology is quite permissive: in particular, it includes some oil companies. ESG has marginally outperformed the Russell 1000 since its inception in 2016, with similar risk metrics.
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the FlexShares STOXX US ESG Select Index Fund (ESG) is a smart beta exchange traded fund launched on 07/13/2016.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loraine Ell Better Money Decisions LLC | 3,044 | $385,741.87 | $531,954.22 | $146,212.35 | 37.9% |
Lee McGowan Monument Group Wealth Advisors LLC | 2,378 | $275,912 | $417,802.71 | $141,890.71 | 51.43% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,763 | $161,888.94 | $309,494.65 | $147,605.71 | 91.18% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 1,514 | $150,366.58 | $265,790.27 | $115,423.69 | 76.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 293 | $44,082.17 | $51,069.31 | $6,987.14 | 15.85% |
| BATS Exchange | US Country |
The company is focused on offering an investment solution that aligns with environmental, social, and governance (ESG) criteria, aiming to cater to the growing demand for socially responsible investment options. The company's flagship product is an index fund that tracks the performance of a curated selection of companies. These companies are chosen based on their superior ESG performance relative to their peers in the STOXX® Global 1800 Index, which includes companies incorporated in the U.S. and in developed international markets. The selection criteria ensure that the index reflects higher ESG Key Performance Indicators (KPIs), advocating for investment in companies that prioritize sustainability, ethical practices, and social responsibility.
This fund is the centerpiece of the company's offerings, designed for investors seeking to align their investment portfolios with their values. It invests at least 80% of its total assets in securities that form part of an ESG-centric index. The index includes a selection of companies that excel in ESG practices relative to other U.S. companies in the STOXX® Global 1800 Index. The investment strategy emphasizes sustainability, corporate responsibility, and ethical practices, targeting not only financial returns but also positive societal impact.