Alaska Wealth Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Alaska Wealth Advisors’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 Q3	–	Sell	-3,595	Closed	-$241K	–	38
2019 Q2	$241K	Hold	3,595	–	–	0.03%	62
2019 Q1	$241K	Sell	3,595 -45	-1%	-$2.9K	0.03%	62
2018 Q4	$216K	Buy	+3,640	New	+$233K	0.07%	51

Other funds holding ESG

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Alaska Wealth Advisors's ESG Position: Q3 2019 in Review

Alaska Wealth Advisors sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q3 2019, closing a stake of 3,595 shares — an estimated $241K sold.

Alaska Wealth Advisors first reported a position in ESG in Q4 2018 and held it in 3 quarters. The position peaked at $241K in Q2 2019. 20 funds tracked by Wall St. Rank hold ESG as of Q3 2019.

Alaska Wealth Advisors reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q3 2019 after selling out during the quarter.
Alaska Wealth Advisors sold 3,595 Northern Trust STOXX US ESG Select ETF shares in Q3 2019, an estimated $241K.
Alaska Wealth Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2018 and held it in 3 quarters.
Alaska Wealth Advisors's Northern Trust STOXX US ESG Select ETF position peaked at $241K in Q2 2019.
20 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2019.

Based on Alaska Wealth Advisors's 13F filing for Q3 2019, filed 18 Nov 2019.