Curry Webb Wealth Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Curry Webb Wealth Management’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	$787K	Buy	4,480 +23	+0.5%	+$3.88K	0.33%	39
2026 Q1	$676K	Buy	4,457 +83	+2%	+$13.1K	0.32%	39
2025 Q4	$692K	Buy	+4,374	New	+$682K	0.34%	43

Other funds holding ESG

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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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 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

Curry Webb Wealth Management's ESG Position: Q2 2026 in Review

Curry Webb Wealth Management increased its Northern Trust STOXX US ESG Select ETF (ESG) stake by 0.52% in Q2 2026, buying an estimated $3.88K and bringing the position to 4,480 shares worth $787K. The position accounts for 0.33% of the portfolio, ranked #39.

Curry Webb Wealth Management first reported a position in ESG in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

Curry Webb Wealth Management held 4,480 shares of Northern Trust STOXX US ESG Select ETF worth $787K as of Q2 2026.
Curry Webb Wealth Management bought 23 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $3.88K.
Northern Trust STOXX US ESG Select ETF made up 0.33% of Curry Webb Wealth Management's portfolio in Q2 2026, its #39 holding.
Curry Webb Wealth Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.