Key stats
About FlexShares STOXX US ESG Select Index Fund
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Inception date
Jul 13, 2016
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Northern Trust Investments, Inc.(Investment Management)
Distributor
Foreside Fund Services LLC
ESG follows an index designed to provide exposure to US-listed companies that exhibit several specific environmental, social, and corporate governance attributes. These factors include low emissions, percentage of independent board members, percentage of women board members, policies against child labor, and non-use of golden parachute agreements. Disqualifying characteristics include non-adherence to UN Global compact principles, involvement in controversial weapons, or coal mining. All qualifying constituents are weighted based on an aggregated ESG score derived from the factors mentioned above. Constituents are reconstituted quarterly, subject to a 5% cap. Prior to June 1, 2021, the fund was named FlexShares STOXX US ESG Impact Index Fund and tracked the STOXX USA ESG Impact Index.
Classification
What's in the fund
Exposure type
Technology Services
Finance
Electronic Technology
Retail Trade
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
ESG trades at 137.49 USD today, its price has risen 0.08% in the past 24 hours. Track more dynamics on ESG price chart.
ESG net asset value is 139.19 today — it's risen 9.55% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
ESG assets under management is 120.37 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
ESG price has risen by 10.37% over the last month, and its yearly performance shows a 8.52% increase. See more dynamics on ESG price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 9.55% over the last month, showed a −2.48% decrease in three-month performance and has increased by 11.19% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 9.55% over the last month, showed a −2.48% decrease in three-month performance and has increased by 11.19% in a year.
ESG fund flows account for −99.94 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
ESG invests in stocks. See more details in our Analysis section.
ESG expense ratio is 0.32%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, ESG isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, ESG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating ESG shows the buy signal. See more of ESG technicals for a more comprehensive analysis.
Today, ESG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating ESG shows the buy signal. See more of ESG technicals for a more comprehensive analysis.
Yes, ESG pays dividends to its holders with the dividend yield of 1.15%.
ESG trades at a premium (0.02%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
ESG shares are issued by Northern Trust Corp.
ESG follows the STOXX USA ESG Select KPIs Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 13, 2016.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.