ETF Evaluator:
FlexShares STOXX Glbl ESG Select ETF (ESGG)
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(as of Jul 30)
Best Performing in Global Large-Stock Blend Over the Last Year
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ETF Details
FlexShares STOXX Glbl ESG Select ETF Overview
FlexShares STOXX Glbl ESG Select ETF (ESGG) is a passively managed International Equity Global Large-Stock Blend exchange-traded fund (ETF). Flexshares Trust launched the ETF in 2016.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX® Global ESG Select KPIs IndexSM.
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 STOXX® Global 1800 Index, a float-adjusted market-capitalization weighted index of companies incorporated in the U.S. and in developed international markets. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.
About FlexShares STOXX Glbl ESG Select ETF (ESGG)
There are 3 members of the management team with an average tenure of 7.42 years: Robert Anstine (2016), Brendan Sullivan (2016) and Yair Walny (2024). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: MSCI World NR USD index with a weighting of 100% and STOXX Global ESG Select KPIs TR USD index with a weighting of 100%. FlexShares STOXX Glbl ESG Select ETF has 704 securities in its portfolio. The top 10 holdings constitute 41.0% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is considered to have an ESG focus with its investment selection and management.
FlexShares STOXX Glbl ESG Select ETF is part of the Equity global asset class and is within the International Equity ETF group. FlexShares STOXX Glbl ESG Select ETF has 30.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 68.0% There is 30.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). FlexShares STOXX Glbl ESG Select ETF has 1.2% of the portfolio in cash.
Assets Under Management
The fund has $110 million in total assets, which is below the $2 billion average for the Global Large-Stock Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
ESGG Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The FlexShares STOXX Glbl ESG Select ETF expense ratio is average compared to funds in the Global Large-Stock Blend category. FlexShares STOXX Glbl ESG Select ETF has an expense ratio of 0.42%, which is 15% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. FlexShares STOXX Glbl ESG Select ETF has a portfolio turnover rate of 47%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 60% for the Global Large-Stock Blend category.
Recently, in the month of June 2026, FlexShares STOXX Glbl ESG Select ETF returned 0.7%, which earned it a grade of A, as the Global Large-Stock Blend category had an average return of -0.9%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
FlexShares STOXX Glbl ESG Select ETF has a trailing yield of 1.29%, which is below the 1.72% category average.
The fund normally distributes its income quarterly.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
FlexShares STOXX Glbl ESG Select ETF Grades
Year to date, the ETF has returned 14.3%, 5.2 percentage points better than the category, which translates into a grade of A. The fund has returned 26.1% over the past year (grade of B), 20.4% over the past three years (grade of A) and 12.5% per year over the past five years (grade of A).
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ESGG Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| ESGG Return (NAV) | 0.7% | 17.8% | 26.1% | 20.4% | 12.5% | na |
| ESGG Return (Price) | 0.9% | 19.7% | 25.6% | 20.1% | 12.3% | na |
| NAV +/- Price Return | -0.225% | -1.849% | 0.444% | 0.260% | 0.208% | na |
| Global Large-Stock Blend Avg | -0.9% | 12.1% | 19.5% | 16.4% | 8.3% | 11.8% |
| ESGG Grade (NAV) | A | A | B | A | A | na |
| +/- Category (NAV) | 1.6% | 5.7% | 6.6% | 4.0% | 4.2% | na |
| ESGG Tax-Cost Ratio | na | na | 0.6% | 0.7% | 0.7% | na |
ESGG Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| ESGG Return (NAV) | 14.3% | 23.6% | 14.8% | 25.4% | -18.3% | 23.5% | 17.5% | 29.3% | -8.5% | 23.9% | na |
| ESGG Return (Price) | 12.9% | 24.8% | 14.5% | 25.6% | -18.7% | 23.8% | 17.3% | 29.1% | -8.4% | 23.6% | na |
| NAV +/- Price Ret | -0.101% | 0.052% | -0.022% | 0.006% | 0.017% | 0.010% | -0.011% | -0.6% | -0.9% | -1.2% | na |
| Global Large-Stock Blend Avg | 9.1% | 20.3% | 13.5% | 18.1% | -17.7% | 17.3% | 18.3% | 26.8% | -9.1% | 23.4% | 8.1% |
| ESGG Grade (NAV) | A | B | C | A | D | B | B | A | C | C | na |
| +/- Category | 5.2% | 3.2% | 1.3% | 7.4% | -0.7% | 6.3% | -0.7% | 2.5% | 0.6% | 0.5% | na |
| Risk Measures | |
| Beta: | 0.95 |
| R-Squared: | 96% |
| Standard Deviation: | 12.3% |
| Category Risk Index: | 0.91 |
| Category Risk Rating: | Below Average |
| Total Risk Index: | 1.01 |
| Total Risk Rating: | Below Average |
| Portfolio Characteristics | |
| Yield: | 1.3% |
| Total Assets: | $ 111 Mil |
| Share Class Assets: | $ 111 Mil |
| Turnover: | 47.0% |
| Expense Ratio: | 0.42% |
| Index Fund: | Yes |
| Index Tracked: | MSCI World NR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | Yes |
| Capital Gains Distribution Frequency: | |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 10.0 years | |||
| Average Tenure: 7.4 years | |||
| Managers (Year): Anstine Robert (2016), Sullivan Brendan (2016), Walny Yair (2024) | |||
Portfolio Composition (as of 6/29/26)
| # of Holdings: | 704 |
| % in Top 10 Holdings: | 41.0% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 30.8% |
Portfolio Allocation |
|
| Domestic Stock: | 68.0% |
| Foreign Stock: | 30.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.2% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Flexshares Trust |
| Phone Number: | 855-353-9383 |
| Website: | www.flexshares.com |
| Inception Date: | July 13, 2016 |
Expenses and Fees
| Expense Ratio (%): | 0.42% (Rating: Avg) |
| Category Average Expense Ratio (%): | 0.50% |
