ESG

FlexShares STOXX US ESG Select Index FundFlexShares
$156.65-0.57 (-0.36%)Close
AUM$121.9M
Expense Ratio0.33%
NAV$157.32
Holdings258
InceptionJul 13, 2016

Price Chart

Key Statistics

Previous Close

$157.22

Day Range

$156.65$156.65

52-Week Range

$119.19$162.57

Avg Volume

1.3K

Dividend Yield

0.97%

Expense Ratio

0.33%

AUM

$121.9M

Shares Outstanding

793.6K

Sector Breakdown

SectorWeight %
Technology29.78%
Financial Services17.52%
Healthcare11.21%
Consumer Cyclical10.56%
Consumer Defensive10.20%
Communication Services6.14%
Industrials4.90%
Energy3.39%
Real Estate2.83%
Basic Materials1.98%
Utilities1.49%

Country Allocation

CountryWeight %
United States95.75%
Ireland1.75%
Other1.37%
United Kingdom0.61%
Netherlands0.18%
Switzerland0.13%
Canada0.08%
Singapore0.05%
Bermuda0.05%
Israel0.03%

Fund Information

Category
Technology
Subcategory
ESG
Inception Date
Jul 13, 2016
Exchange
BATS
Description
For investors seeking a focus on select ESG KPIs of US companies.The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX USA ESG Select KPIs Index (the "Underlying Index").

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The FlexShares STOXX US ESG Select Index Fund (ESG) is an exchange-traded fund issued by FlexShares that launched on Jul 13, 2016. It currently manages $121.9M in assets under management. The fund charges an expense ratio of 0.33%. The fund holds 258 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 37.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK USD 0.0015.11%33,945$6.3M
2METAMETA PLATFORMS INC COMMON STOCK USD 0.0000065.02%9,424$6.2M
3AAPLAPPLE INC COMMON STOCK USD 0.000014.69%22,103$5.8M
4MSFTMICROSOFT CORP COMMON STOCK USD 0.000006254.19%12,679$5.1M
5AVGOBROADCOM INC COMMON STOCK USD3.51%12,586$4.3M
6JPMJPMORGAN CHASE & CO COMMON STOCK USD 13.45%14,663$4.2M
7AMZNAMAZON.COM INC COMMON STOCK USD 0.013.02%17,298$3.7M
8BRK-BBERKSHIRE HATHAWAY INC COMMON STOCK USD 0.00332.94%7,316$3.6M
9XOMEXXON MOBIL2.72%22,537$3.3M
10JNJJOHNSON & JOHNSON COMMON STOCK USD 12.55%12,865$3.1M
11TSLATESLA INC COMMON STOCK USD 0.0012.52%7,750$3.1M
12LLYELI LILLY AND COMPANY2.48%3,038$3.0M
13WMTWALMART INC COMMON STOCK USD 0.12.41%23,684$3.0M
14MUMICRON TECHNOLOGY INC COMMON STOCK USD 0.11.96%5,983$2.4M
15PGTHE PROCTER & GAMBLE COMPANY.1.57%12,400$1.9M
Page 1 of 6

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.36%
1W
-1.45%
1M
-3.03%
3M
-0.57%
6M
+2.82%
YTD
-1.42%
1Y
+17.60%
3Y
+68.54%
5Y
+61.52%

Moving Averages

20-Day MA

$159.41

Below 20-Day MA
50-Day MA

$159.76

Below 50-Day MA
200-Day MA

$152.65

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$162.57

Current Price

$156.65

52-Week Low

$119.19

$119.19$162.57

Current Yield

0.97%

Annual Dividend

$1.5196

Frequency

4x/year

Last Ex-Date

Dec 19, 2025

Dividend History

Ex-DateAmountPay Date
Dec 19, 2025$0.4668Dec 26, 2025
Sep 19, 2025$0.3810Sep 25, 2025
Jun 20, 2025$0.4097Jun 26, 2025
Mar 21, 2025$0.2621Mar 27, 2025
Dec 20, 2024$0.5109Dec 27, 2024
Sep 20, 2024$0.4113Sep 26, 2024
Jun 21, 2024$0.4129Jun 27, 2024
Mar 15, 2024$0.2903Mar 21, 2024
Dec 15, 2023$0.3909Dec 21, 2023
Sep 15, 2023$0.3029Sep 21, 2023
Jun 16, 2023$0.3424Jun 23, 2023
Mar 17, 2023$0.2440Mar 23, 2023
Dec 16, 2022$0.3813Dec 22, 2022
Sep 16, 2022$0.3050Sep 22, 2022
Jun 17, 2022$0.2957Jun 24, 2022
Mar 18, 2022$0.2825Mar 24, 2022
Dec 17, 2021$0.3557Dec 23, 2021
Sep 17, 2021$0.2775Sep 23, 2021
Jun 18, 2021$0.3238Jun 24, 2021
Mar 19, 2021$0.2394Mar 25, 2021

Dividend Payments Over Time

Category Comparison

MetricESGTechnology(1413 ETFs)ESG(143 ETFs)
Fund Info
Expense Ratio0.33%0.67%0.45%
AUM$121.9M$6.78B$1.55B
Dividend Yield0.97%2.83%3.75%
Avg Volume1.3K1.1M446.9K
Holdings258202298
Performance
1-Month Return-3.41%-2.11%-3.10%
6-Month Return+3.78%+3.76%+2.83%
YTD Return-0.77%+0.41%+0.77%
1-Year Return+16.67%+20.06%+14.37%

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