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EP Wealth Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

EP Wealth 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
Q2 		$538K Hold
3,060
– – ﹤0.01% 1001
2026
Q1 		$464K Sell
3,060
-1
-0% -$158 ﹤0.01% 926
2025
Q4 		$484K Buy
+3,061
New +$478K ﹤0.01% 894

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

EP Wealth Advisors's ESG Position: Q2 2026 in Review

EP Wealth Advisors held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q2 2026 at 3,060 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

EP Wealth Advisors first reported a position in ESG in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • EP Wealth Advisors held 3,060 shares of Northern Trust STOXX US ESG Select ETF worth $538K as of Q2 2026.
  • EP Wealth Advisors left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q2 2026.
  • Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1001 holding.
  • EP Wealth Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.