Envestnet Asset Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Envestnet Asset 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	$638K	Sell	3,627 -55	-1%	-$9.27K	﹤0.01%	3917
2026 Q1	$559K	Buy	3,682 +913	+33%	+$144K	﹤0.01%	3856
2025 Q4	$438K	Sell	2,769 -75	-3%	-$11.7K	﹤0.01%	3781
2025 Q3	$439K	Buy	2,844 +124	+5%	+$18.6K	﹤0.01%	3855
2025 Q2	$399K	Buy	2,720 +405	+17%	+$55.3K	﹤0.01%	3866
2025 Q1	$311K	Sell	2,315 -32	-1%	-$4.48K	﹤0.01%	3905
2024 Q4	$323K	Sell	2,347 -8	-0.3%	-$1.11K	﹤0.01%	3860
2024 Q3	$320K	Sell	2,355 -100	-4%	-$13.1K	﹤0.01%	3787
2024 Q2	$315K	Buy	2,455 +440	+22%	+$54.9K	﹤0.01%	3708
2024 Q1	$255K	Sell	2,015 -1,098	-35%	-$133K	﹤0.01%	3811
2023 Q4	$361K	Buy	3,113 +146	+5%	+$15.9K	﹤0.01%	3508
2023 Q3	$313K	Sell	2,967 -557	-16%	-$60.6K	﹤0.01%	3510
2023 Q2	$381K	Buy	3,524 +4	+0.1%	+$409	﹤0.01%	3366
2023 Q1	$350K	Sell	3,520 -1	-0%	-$97	﹤0.01%	3365
2022 Q4	$323K	Sell	3,521 -64	-2%	-$5.92K	﹤0.01%	3377
2022 Q3	$308K	Buy	3,585 +6	+0.2%	+$570	﹤0.01%	3324
2022 Q2	$321K	Sell	3,579 -992	-22%	-$97.7K	﹤0.01%	3317
2022 Q1	$501K	Buy	4,571 +611	+15%	+$66.3K	﹤0.01%	3122
2021 Q4	$460K	Buy	3,960 +77	+2%	+$8.66K	﹤0.01%	3123
2021 Q3	$410K	Sell	3,883 -36	-0.9%	-$3.89K	﹤0.01%	3096
2021 Q2	$412K	Sell	3,919 -46	-1%	-$4.7K	﹤0.01%	3098
2021 Q1	$386K	Buy	3,965 +602	+18%	+$57K	﹤0.01%	2997
2020 Q4	$307K	Buy	3,363 +197	+6%	+$17K	﹤0.01%	2910
2020 Q3	$258K	Buy	3,166 +60	+2%	+$4.82K	﹤0.01%	2800
2020 Q2	$232K	Sell	3,106 -971	-24%	-$68.7K	﹤0.01%	2810
2020 Q1	$253K	Buy	4,077 +9	+0.2%	+$657	﹤0.01%	2630
2019 Q4	$313K	Sell	4,068 -183	-4%	-$13.4K	﹤0.01%	2709
2019 Q3	$302K	Buy	4,251 +29	+0.7%	+$2.05K	﹤0.01%	2667
2019 Q2	$295K	Buy	+4,222	New	+$290K	﹤0.01%	2680

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

Envestnet Asset Management's ESG Position: Q2 2026 in Review

Envestnet Asset Management reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 1.5% in Q2 2026, selling an estimated $9.27K and leaving 3,627 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Envestnet Asset Management first reported a position in ESG in Q2 2019 and has held it in 29 quarters since. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

Envestnet Asset Management held 3,627 shares of Northern Trust STOXX US ESG Select ETF worth $638K as of Q2 2026.
Envestnet Asset Management sold 55 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $9.27K.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3917 holding.
Envestnet Asset Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2019 and has held it in 29 quarters since.
56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.