Avantax Advisory Services’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$296K	Hold	2,017	–	–	﹤0.01%	1916
2025 Q1	$271K	Hold	2,017	–	–	﹤0.01%	1904
2024 Q4	$278K	Hold	2,017	–	–	﹤0.01%	1833
2024 Q3	$274K	Hold	2,017	–	–	﹤0.01%	1822
2024 Q2	$259K	Sell	2,017 -29	-1%	-$3.62K	﹤0.01%	1798
2024 Q1	$259K	Buy	+2,046	New	+$248K	﹤0.01%	1390

Other funds holding ESG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avantax Advisory Services's ESG Position: Q2 2025 in Review

Avantax Advisory Services held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q2 2025 at 2,017 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Avantax Advisory Services first reported a position in ESG in Q1 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold ESG as of Q2 2025.

Avantax Advisory Services held 2,017 shares of Northern Trust STOXX US ESG Select ETF worth $296K as of Q2 2025.
Avantax Advisory Services left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q2 2025.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1916 holding.
Avantax Advisory Services first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2024 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.