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Empire Financial Management Company’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Empire Financial Management Company’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 		$259K Sell
1,474
-40
-3% -$6.74K 0.1% 122
2026
Q1 		$230K Hold
1,514
– – 0.05% 201
2025
Q4 		$240K Sell
1,514
-76
-5% -$11.9K 0.05% 199
2025
Q3 		$245K Sell
1,590
-82
-5% -$12.3K 0.06% 192
2025
Q2 		$245K Sell
1,672
-11
-0.7% -$1.5K 0.07% 183
2025
Q1 		$226K Sell
1,683
-231
-12% -$32.3K 0.07% 188
2024
Q4 		$264K Sell
1,914
-15
-0.8% -$2.08K 0.08% 175
2024
Q3 		$262K Hold
1,929
– – 0.08% 183
2024
Q2 		$247K Sell
1,929
-45
-2% -$5.62K 0.08% 188
2024
Q1 		$250K Hold
1,974
– – 0.08% 187
2023
Q4 		$229K Sell
1,974
-169
-8% -$18.5K 0.09% 182
2023
Q3 		$226K Hold
2,143
– – 0.1% 182
2023
Q2 		$232K Sell
2,143
-15
-0.7% -$1.53K 0.09% 183
2023
Q1 		$214K Buy
+2,158
New +$208K 0.09% 188

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

Empire Financial Management Company's ESG Position: Q2 2026 in Review

Empire Financial Management Company reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 2.6% in Q2 2026, selling an estimated $6.74K and leaving 1,474 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #122.

Empire Financial Management Company first reported a position in ESG in Q1 2023 and has held it in 14 quarters since. The position peaked at $264K in Q4 2024. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Empire Financial Management Company held 1,474 shares of Northern Trust STOXX US ESG Select ETF worth $259K as of Q2 2026.
  • Empire Financial Management Company sold 40 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $6.74K.
  • Northern Trust STOXX US ESG Select ETF made up 0.1% of Empire Financial Management Company's portfolio in Q2 2026, its #122 holding.
  • Empire Financial Management Company first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Northern Trust STOXX US ESG Select ETF position peaked at $264K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.