Flexshares Stoxx Esg Etf Profile
| ESG Etf | USD 135.32 1.33 0.99% |
PerformanceVery Weak
| Odds Of DistressLow
|
FlexShares STOXX is trading at 135.32 as of the 20th of March 2025. This is a 0.99 percent increase since the beginning of the trading day. The etf's lowest day price was 134.57. FlexShares STOXX has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The index is designed to reflect the performance of a selection of companies that, in aggregate, score better with respect to a set of ESG KPIs relative to the U.S. companies in the STOXX Global 1800 Index, a float-adjusted market-capitalization weighted index of companies incorporated in the U.S. More on FlexShares STOXX ESG
Moving together with FlexShares Etf
| 0.93 | VTI | Vanguard Total Stock | PairCorr |
| 0.94 | SPY | SPDR SP 500 | PairCorr |
| 0.94 | IVV | iShares Core SP | PairCorr |
| 0.95 | VIG | Vanguard Dividend | PairCorr |
| 0.94 | VV | Vanguard Large Cap | PairCorr |
| 0.93 | RSP | Invesco SP 500 | PairCorr |
Moving against FlexShares Etf
FlexShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [Wameja Limited, ESG Core Investments BV] |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, Flexshares Trust (View all Sectors) |
| Issuer | Northern Trust |
| Inception Date | 2016-07-13 |
| Benchmark | STOXX USA ESG Select KPIs Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 127.38 Million |
| Average Trading Valume | 4,290.5 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | Northern Trust Investments, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Robert Anstine, Brendan Sullivan |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 275 |
| Market Maker | Citadel |
| Total Expense | 0.33 |
| Management Fee | 0.32 |
| Country Name | USA |
| Returns Y T D | (2.76) |
| Name | FlexShares STOXX US ESG Select Index Fund |
| Currency Code | USD |
| Open Figi | BBG00DB0LJG6 |
| In Threey Volatility | 17.4 |
| 1y Volatility | 11.07 |
| 200 Day M A | 135.48 |
| 50 Day M A | 140.82 |
| Code | ESG |
| Updated At | 19th of March 2025 |
| Currency Name | US Dollar |
FlexShares STOXX ESG [ESG] is traded in USA and was established 2016-07-13. The fund is classified under Large Blend category within Flexshares Trust family. The entity is thematically classified as Strategy ETFs. FlexShares STOXX ESG currently have 158.79 M in assets under management (AUM). , while the total return for the last 3 years was 8.8%.
Check FlexShares STOXX Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FlexShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FlexShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as FlexShares STOXX ESG Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
FlexShares STOXX ESG Currency Exposure
FlexShares STOXX ESG holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of FlexShares STOXX will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in FlexShares STOXX ESG.
Top FlexShares STOXX ESG Etf Constituents
| CVX | Chevron Corp | Stock | Energy | |
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
FlexShares STOXX ESG Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in FlexShares STOXX. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | 0.0088 | |||
| Treynor Ratio | (0.12) |
FlexShares STOXX Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FlexShares STOXX ESG. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of FlexShares STOXX ESG is measured differently than its book value, which is the value of FlexShares that is recorded on the company's balance sheet. Investors also form their own opinion of FlexShares STOXX's value that differs from its market value or its book value, called intrinsic value, which is FlexShares STOXX's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FlexShares STOXX's market value can be influenced by many factors that don't directly affect FlexShares STOXX's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FlexShares STOXX's value and its price as these two are different measures arrived at by different means. Investors typically determine if FlexShares STOXX is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FlexShares STOXX's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.