AE Wealth Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

AE Wealth Management’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
2026 Q2	$20.2K	Hold	115	–	–	﹤0.01%	2252
2026 Q1	$17.4K	Hold	115	–	–	﹤0.01%	2182
2025 Q4	$18.2K	Hold	115	–	–	﹤0.01%	2046
2025 Q3	$17.7K	Hold	115	–	–	﹤0.01%	1916
2025 Q2	$16.9K	Hold	115	–	–	﹤0.01%	1798
2025 Q1	$15.4K	Hold	115	–	–	﹤0.01%	1794
2024 Q4	$15.8K	Buy	+115	New	+$15.9K	﹤0.01%	1777
2024 Q1	–	Sell	-2,759	Closed	-$326K	–	1397
2023 Q4	$326K	Sell	2,759 -107	-4%	-$11.7K	﹤0.01%	1661
2023 Q3	$302K	Buy	+2,866	New	+$312K	﹤0.01%	1609

Other funds holding ESG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIA

SGL Investment Advisors Missoula, Montana $290M AUM 28.62% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

AE Wealth Management's ESG Position: Q2 2026 in Review

AE Wealth Management held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q2 2026 at 115 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

AE Wealth Management first reported a position in ESG in Q3 2023 and has held it in 9 quarters since. The position peaked at $326K in Q4 2023. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

AE Wealth Management held 115 shares of Northern Trust STOXX US ESG Select ETF worth $20.2K as of Q2 2026.
AE Wealth Management left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q2 2026.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2252 holding.
AE Wealth Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Northern Trust STOXX US ESG Select ETF position peaked at $326K in Q4 2023.
57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.