ESG · Insider trading · 13F holders · Congress trades
Flexshares Tr (ESG)
Who is buying and selling ESG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ESG at a glance
- No open-market insider purchases or sales of ESG were filed in the last 90 days.
- 8 13F filers hold ESG among their 50 largest positions, worth $13.5M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (1.6%), First United Bank & Trust (0.8%) and Gilbert Capital Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in ESG.
ESG insider trading
No open-market insider purchases or sales of ESG were filed in the last 90 days.
Who owns ESG? Hedge funds and superinvestors
8 13F filers hold ESG among their 50 largest positions, worth $13.5M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (1.6%), First United Bank & Trust (0.8%) and Gilbert Capital Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Olde Wealth Management, LLCWealth manager | 1.6% | $5.7M | 32,604 | -1.7% shares | Q2 2026 |
| First United Bank & TrustBank & trust | 0.8% | $2.8M | 15,567 | -10.0% shares | Q3 2026 |
| Roof Eidam Maycock Peralta, LLCWealth manager | 0.3% | $1.6M | 9,034 | +0.0% shares | Q3 2026 |
| SGL Investment Advisors, Inc.Wealth manager | 0.4% | $1.2M | 6,827 | -1.7% shares | Q2 2026 |
| Curry Webb Wealth Management LLCWealth manager | 0.3% | $808K | 4,498 | +0.4% shares | Q3 2026 |
| Gilbert Capital Group, Inc.Wealth manager | 0.5% | $771K | 4,295 | +0.0% shares | Q3 2026 |
| Monument Group Wealth Advisors, LLCWealth manager | 0.2% | $427K | 2,378 | -75.3% shares | Q3 2026 |
| Go Invest LLCInstitutional asset manager | 0.0% | $111K | 616 | +57.5% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 2). Screen ESG in the grand portfolio →
ESG stock trades by members of Congress
No member of Congress has disclosed a trade in ESG.
ESG questions and answers
Are insiders buying ESG stock?
No open-market insider purchases or sales of ESG were filed in the last 90 days.
Which hedge funds own ESG?
8 13F filers hold ESG among their 50 largest positions, worth $13.5M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (1.6%), First United Bank & Trust (0.8%) and Gilbert Capital Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded ESG?
No member of Congress has disclosed a trade in ESG.
Who is the largest holder of ESG?
Among 13F filers, Olde Wealth Management, LLC reports the largest ESG position, $5.7M (32,604 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Olde Wealth Management, LLC's: 1.6% of its portfolio.
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