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Advisor Group’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Advisor Group’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$25K Sell
319
-217
-40% -$15.9K ﹤0.01% 3837
2019
Q3 		$38K Buy
536
+436
+436% +$30.8K ﹤0.01% 3574
2019
Q2 		$7K Hold
100
– – ﹤0.01% 4532
2019
Q1 		$7K Hold
100
– – ﹤0.01% 4517
2018
Q4 		$6K Buy
+100
New +$6.39K ﹤0.01% 4425

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advisor Group's ESG Position: Q4 2019 in Review

Advisor Group reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 40% in Q4 2019, selling an estimated $15.9K and leaving 319 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Advisor Group first reported a position in ESG in Q4 2018 and has held it in 5 quarters since. The position peaked at $38K in Q3 2019. 20 funds tracked by Wall St. Rank hold ESG as of Q4 2019.

  • Advisor Group held 319 shares of Northern Trust STOXX US ESG Select ETF worth $25K as of Q4 2019.
  • Advisor Group sold 217 Northern Trust STOXX US ESG Select ETF shares in Q4 2019, an estimated $15.9K.
  • Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3837 holding.
  • Advisor Group first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Northern Trust STOXX US ESG Select ETF position peaked at $38K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.