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Buttonwood Financial Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Buttonwood Financial 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
2023
Q4 		– Sell
-2,673
Closed -$282K – 100
2023
Q3 		$282K Sell
2,673
-14
-0.5% -$1.52K 0.18% 88
2023
Q2 		$290K Buy
+2,687
New +$275K 0.18% 82

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Buttonwood Financial Advisors's ESG Position: Q4 2023 in Review

Buttonwood Financial Advisors sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q4 2023, closing a stake of 2,673 shares — an estimated $282K sold.

Buttonwood Financial Advisors first reported a position in ESG in Q2 2023 and held it in 2 quarters. The position peaked at $290K in Q2 2023. 39 funds tracked by Wall St. Rank hold ESG as of Q4 2023.

  • Buttonwood Financial Advisors reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q4 2023 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 2,673 Northern Trust STOXX US ESG Select ETF shares in Q4 2023, an estimated $282K.
  • Buttonwood Financial Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2023 and held it in 2 quarters.
  • Buttonwood Financial Advisors's Northern Trust STOXX US ESG Select ETF position peaked at $290K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q4 2023.

Based on Buttonwood Financial Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.