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

Caldwell Trust’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 		$69.4K Hold
395
– – 0.01% 454
2026
Q1 		$59.9K Hold
395
– – 0.01% 467
2025
Q4 		$62.5K Hold
395
– – 0.01% 453
2025
Q3 		$60.9K Hold
395
– – 0.01% 441
2025
Q2 		$58K Hold
395
– – 0.01% 444
2025
Q1 		$53.1K Hold
395
– – 0.01% 458
2024
Q4 		$54.4K Hold
395
– – 0.01% 453
2024
Q3 		$53.7K Hold
395
– – 0.01% 457
2024
Q2 		$50.7K Hold
395
– – 0.01% 452
2024
Q1 		$50K Sell
395
-105
-21% -$12.7K 0.01% 455
2023
Q4 		$58K Hold
500
– – 0.01% 429
2023
Q3 		$52.7K Hold
500
– – 0.01% 432
2023
Q2 		$54K Sell
500
-4,987
-91% -$509K 0.01% 437
2023
Q1 		$545K Buy
5,487
+134
+3% +$12.9K 0.08% 187
2022
Q4 		$492K Buy
5,353
+425
+9% +$39.3K 0.07% 196
2022
Q3 		$423K Buy
4,928
+2,013
+69% +$191K 0.06% 200
2022
Q2 		$261K Buy
2,915
+75
+3% +$7.38K 0.04% 245
2022
Q1 		$311K Buy
2,840
+105
+4% +$11.4K 0.04% 236
2021
Q4 		$318K Hold
2,735
– – 0.04% 238
2021
Q3 		$289K Buy
2,735
+3
+0.1% +$324 0.04% 240
2021
Q2 		$287K Sell
2,732
-123
-4% -$12.6K 0.04% 240
2021
Q1 		$278K Hold
2,855
– – 0.04% 231
2020
Q4 		$261K Buy
2,855
+85
+3% +$7.33K 0.04% 225
2020
Q3 		$226K Buy
2,770
+340
+14% +$27.3K 0.04% 233
2020
Q2 		$182K Buy
2,430
+125
+5% +$8.84K 0.03% 252
2020
Q1 		$143K Hold
2,305
– – 0.03% 273
2019
Q4 		$177K Buy
+2,305
New +$169K 0.03% 283

Other funds holding ESG

LPL Financial
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
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
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

Caldwell Trust's ESG Position: Q2 2026 in Review

Caldwell Trust held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q2 2026 at 395 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #454.

Caldwell Trust first reported a position in ESG in Q4 2019 and has held it in 27 quarters since. The position peaked at $545K in Q1 2023. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Caldwell Trust held 395 shares of Northern Trust STOXX US ESG Select ETF worth $69.4K as of Q2 2026.
  • Caldwell Trust 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 Caldwell Trust's portfolio in Q2 2026, its #454 holding.
  • Caldwell Trust first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Northern Trust STOXX US ESG Select ETF position peaked at $545K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.