FlexShares STOXX US ESG Select Index Fund - FlexShares Trust

Shareclass
FlexShares STOXX US ESG Select Index Fund (ESG)
Type
Exchange-traded fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund FlexShares STOXX US ESG Select Index Fund - FlexShares Trust

FUND COVERAGE
# of holdings255
% of assets100%
Score
56 / 100
Rank

84.2 percentile

Group: U.S. Large Cap Equity

Rank: #218 out of 1,373

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co/The
         % of fund invested: 1.51%
         $USD invested: $1.88M
  • 2. Dow Inc
         % of fund invested: 0.03%
         $USD invested: $35,016
  • 3. Boston Scientific Corp
         % of fund invested: 0.2%
         $USD invested: $243,552
  • 4. Marriott International Inc/MD
         % of fund invested: 0.28%
         $USD invested: $342,100
  • 5. Bank of America Corp
         % of fund invested: 1.29%
         $USD invested: $1.6M
  • 6. Welltower Inc
         % of fund invested: 0.55%
         $USD invested: $689,020
  • 7. Mondelez International Inc
         % of fund invested: 0.21%
         $USD invested: $255,572
  • 8. Hologic Inc
         % of fund invested: 0.07%
         $USD invested: $88,267
  • 9. Mastercard Inc
         % of fund invested: 0.63%
         $USD invested: $785,017
  • 10. Citigroup Inc
         % of fund invested: 0.89%
         $USD invested: $1.11M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Super Micro Computer Inc
         % of fund invested: 0.07%
         $USD invested: $82,119
  • 2. Berkshire Hathaway Inc
         % of fund invested: 2.83%
         $USD invested: $3.52M
  • 3. Nucor Corp
         % of fund invested: 0.12%
         $USD invested: $143,242
  • 4. Cintas Corp
         % of fund invested: 0.28%
         $USD invested: $344,119
  • 5. Crowdstrike Holdings Inc
         % of fund invested: 0.24%
         $USD invested: $301,038
  • 6. Entegris Inc
         % of fund invested: 0.05%
         $USD invested: $62,222
  • 7. Fastenal Co
         % of fund invested: 0.1%
         $USD invested: $130,383
  • 8. Somnigroup International Inc
         % of fund invested: 0.05%
         $USD invested: $65,360
  • 9. Tyson Foods Inc
         % of fund invested: 0.05%
         $USD invested: $66,832
  • 10. NextEra Energy Inc
         % of fund invested: 0.39%
         $USD invested: $487,757

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund FlexShares STOXX US ESG Select Index Fund - FlexShares Trust

Totals

Holdings
Assets
Weight
Prisons
16.0
$20.01M
16%
     Prisons high risk
2.0
$385,189
0.31%
     Private prisons
0.0
$0
0%
Borders
7.0
$11.59M
9.32%
     Borders high risk
1.0
$299,490
0.24%
Total
19.0
$21.35M
17%
Full fund results

Holdings — 19 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$5.46M
4.39%
Prisons
Borders :
$5.46M
4.39%
2.
Amazon.com Inc
Prisons
Borders
$4.14M
3.33%
Prisons
Borders :
$4.14M
3.33%
3.
Berkshire Hathaway Inc
Prisons
$3.52M
2.83%
Prisons
$3.52M
2.83%
4.
Walmart Inc
Prisons
$2.82M
2.27%
Prisons
$2.82M
2.27%
5.
Costco Wholesale Corp
Prisons
$1.49M
1.2%
Prisons
$1.49M
1.2%
6.
Accenture PLC
Borders
$866,321
0.7%
Borders :
$866,321
0.7%
7.
McDonald's Corp
Prisons
$605,430
0.49%
Prisons
$605,430
0.49%
8.
Salesforce Inc
Borders
$355,373
0.29%
Borders :
$355,373
0.29%
9.
General Motors Co
Prisons
Borders
$354,144
0.29%
Prisons
Borders :
$354,144
0.29%
10.
Elevance Health Inc
Prisons
$332,256
0.27%
Prisons
$332,256
0.27%
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