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Carolina Wealth Advisors’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Carolina Wealth Advisors’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.6K Hold
247
– – 0.02% 110
2026
Q1 		$49.4K Hold
247
– – 0.02% 114
2025
Q4 		$50.7K Hold
247
– – 0.02% 121
2025
Q3 		$48.8K Sell
247
-34
-12% -$6.52K 0.02% 121
2025
Q2 		$52.7K Sell
281
-51
-15% -$8.89K 0.03% 93
2025
Q1 		$56.4K Sell
332
-21
-6% -$3.65K 0.03% 86
2024
Q4 		$59.3K Sell
353
-11
-3% -$1.89K 0.03% 98
2024
Q3 		$62.8K Hold
364
– – 0.03% 97
2024
Q2 		$59.9K Sell
364
-22
-6% -$3.55K 0.03% 91
2024
Q1 		$62.9K Hold
386
– – 0.03% 101
2023
Q4 		$57.7K Sell
386
-7
-2% -$981 0.03% 109
2023
Q3 		$53K Buy
393
+56
+17% +$7.85K 0.03% 123
2023
Q2 		$47.3K Hold
337
– – 0.03% 106
2023
Q1 		$44.5K Sell
337
-17
-5% -$2.18K 0.03% 111
2022
Q4 		$43K Buy
354
+77
+28% +$9.22K 0.03% 104
2022
Q3 		$30K Buy
277
+59
+27% +$7.21K 0.02% 111
2022
Q2 		$26K Sell
218
-226
-51% -$29.3K 0.02% 136
2022
Q1 		$63K Hold
444
– – 0.04% 117
2021
Q4 		$67K Buy
444
+159
+56% +$23.6K 0.04% 124
2021
Q3 		$40K Hold
285
– – 0.03% 135
2021
Q2 		$40K Hold
285
– – 0.03% 136
2021
Q1 		$37K Hold
285
– – 0.03% 143
2020
Q4 		$35K Buy
285
+41
+17% +$4.79K 0.03% 88
2020
Q3 		$27K Buy
+244
New +$26.7K 0.02% 81

Other funds holding ESGG

SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

Carolina Wealth Advisors's ESGG Position: Q2 2026 in Review

Carolina Wealth Advisors held its Northern Trust STOXX Global ESG Select ETF (ESGG) position steady in Q2 2026 at 247 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #110.

Carolina Wealth Advisors first reported a position in ESGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $67K in Q4 2021. 35 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

  • Carolina Wealth Advisors held 247 shares of Northern Trust STOXX Global ESG Select ETF worth $57.6K as of Q2 2026.
  • Carolina Wealth Advisors left its Northern Trust STOXX Global ESG Select ETF share count unchanged in Q2 2026.
  • Northern Trust STOXX Global ESG Select ETF made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Carolina Wealth Advisors first reported a position in Northern Trust STOXX Global ESG Select ETF in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's Northern Trust STOXX Global ESG Select ETF position peaked at $67K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.