Dynamic Advisor Solutions’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Dynamic Advisor Solutions’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	$402K	Sell	2,237 -50	-2%	-$8.97K	0.01%	723
2026 Q2	$402K	Buy	2,287 +29	+1%	+$4.89K	0.01%	750
2026 Q1	$343K	Buy	2,258 +313	+16%	+$49.5K	0.01%	761
2025 Q4	$308K	Buy	1,945 +236	+14%	+$36.8K	0.01%	771
2025 Q3	$264K	Buy	1,709 +83	+5%	+$12.4K	0.01%	817
2025 Q2	$239K	Buy	+1,626	New	+$222K	0.01%	808
2025 Q1	–	Sell	-1,511	Closed	-$208K	–	861
2024 Q4	$208K	Hold	1,511	–	–	0.01%	612
2024 Q3	$205K	Buy	+1,511	New	+$198K	0.01%	879

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

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

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

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

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dynamic Advisor Solutions's ESG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 2.2% in Q3 2026, selling an estimated $8.97K and leaving 2,237 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #723.

Dynamic Advisor Solutions first reported a position in ESG in Q3 2024 and has held it in 8 quarters since. The position peaked at $402K in Q2 2026. 15 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

Dynamic Advisor Solutions held 2,237 shares of Northern Trust STOXX US ESG Select ETF worth $402K as of Q3 2026.
Dynamic Advisor Solutions sold 50 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $8.97K.
Northern Trust STOXX US ESG Select ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #723 holding.
Dynamic Advisor Solutions first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's Northern Trust STOXX US ESG Select ETF position peaked at $402K in Q2 2026.
15 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.