Clear Point Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Clear Point 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
2026 Q3	$2.13M	Buy	+35,339	New	+$6.34M	1.46%	17

Other funds holding ESG

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

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

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

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Monument Group Wealth Advisors Concord, Massachusetts $213M AUM 15.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Clear Point Advisors's ESG Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Northern Trust STOXX US ESG Select ETF (ESG) in Q3 2026: 35,339 shares worth $2.13M. The stake represents 1.46% of the portfolio and ranks #17 among its holdings.

21 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

Clear Point Advisors held 35,339 shares of Northern Trust STOXX US ESG Select ETF worth $2.13M as of Q3 2026.
Northern Trust STOXX US ESG Select ETF was a new Clear Point Advisors position in Q3 2026.
Northern Trust STOXX US ESG Select ETF made up 1.46% of Clear Point Advisors's portfolio in Q3 2026, its #17 holding.
21 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.