Olde Wealth Management, LLC / ESG
Olde Wealth Management, LLC’s Flexshares Tr Position
Does Olde Wealth Management, LLC own Flexshares Tr (ESG)? Yes — 33.2K shares worth $5M (+1.59% of its 13F portfolio) as of Q1 2026, down from 33.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
33.2K
% of Portfolio
+1.59%
Quarters Held
21
currently held
Position History ESG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 33.2K | $5M | +1.59% |
| Q4 2025 | 33.3K | $5M | +1.62% |
| Q3 2025 | 33.7K | $5M | +1.63% |
| Q1 2025 | 67.4K | $9M | +3.19% |
| Q4 2024 | 80.9K | $11M | +3.98% |
| Q3 2024 | 81.9K | $11M | +3.99% |
| Q2 2024 | 82.6K | $11M | +4.03% |
| Q1 2024 | 83.0K | $10M | +4.87% |
| Q4 2023 | 88.2K | $10M | +4.43% |
| Q3 2023 | 88.7K | $9M | +4.57% |
| Q2 2023 | 89.3K | $10M | +4.60% |
| Q1 2023 | 81.3K | $8M | +4.00% |
| Q4 2022 | 81.6K | $7M | +4.05% |
| Q3 2022 | 70.7K | $6M | +3.79% |
| Q2 2022 | 73.7K | $7M | +3.96% |
| Q1 2022 | 72.0K | $8M | +4.12% |
| Q4 2021 | 69.4K | $8M | +4.08% |
| Q3 2021 | 71.3K | $8M | +4.30% |
| Q2 2021 | 71.8K | $8M | +4.44% |
| Q1 2021 | 72.6K | $7M | +4.61% |
| Q4 2020 | 69.8K | $6M | +5.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of ESG.