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Financial Network Wealth Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Financial Network 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 		$5.73M Sell
32,604
-580
-2% -$97.8K 1.62% 14
2026
Q1 		$5.04M Sell
33,184
-109
-0.3% -$17.2K 1.59% 14
2025
Q4 		$5.27M Sell
33,293
-432
-1% -$67.4K 1.62% 14
2025
Q3 		$5.29M Buy
+33,725
New +$5.05M 1.63% 14
2025
Q1 		$9.05M Sell
67,373
-13,520
-17% -$1.89M 3.19% 8
2024
Q4 		$11.1M Sell
80,893
-1,018
-1% -$141K 3.98% 9
2024
Q3 		$11.1M Sell
81,911
-651
-0.8% -$85.2K 3.99% 8
2024
Q2 		$10.6M Sell
82,562
-392
-0.5% -$48.9K 4.03% 8
2024
Q1 		$10.3M Sell
82,954
-5,221
-6% -$632K 4.87% 8
2023
Q4 		$10.2M Sell
88,175
-524
-0.6% -$57.2K 4.43% 8
2023
Q3 		$9.36M Sell
88,699
-638
-0.7% -$69.5K 4.57% 8
2023
Q2 		$9.96M Buy
89,337
+8,016
+10% +$819K 4.6% 9
2023
Q1 		$8.08M Sell
81,321
-308
-0.4% -$29.7K 4% 9
2022
Q4 		$7.5M Buy
81,629
+10,915
+15% +$1.01M 4.05% 8
2022
Q3 		$6.08M Sell
70,714
-3,031
-4% -$288K 3.79% 10
2022
Q2 		$6.61M Buy
73,745
+1,702
+2% +$168K 3.96% 10
2022
Q1 		$7.9M Buy
72,043
+2,676
+4% +$290K 4.12% 9
2021
Q4 		$8.06M Sell
69,367
-1,941
-3% -$218K 4.08% 9
2021
Q3 		$7.53M Sell
71,308
-524
-0.7% -$56.6K 4.3% 10
2021
Q2 		$7.55M Sell
71,832
-747
-1% -$76.3K 4.44% 10
2021
Q1 		$7.07M Buy
72,579
+2,823
+4% +$267K 4.61% 8
2020
Q4 		$6.38M Buy
+69,756
New +$6.02M 5% 6

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Financial Network Wealth Management's ESG Position: Q2 2026 in Review

Financial Network Wealth Management reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 1.7% in Q2 2026, selling an estimated $97.8K and leaving 32,604 shares worth $5.73M. The position accounts for 1.62% of the portfolio, ranked #14.

Financial Network Wealth Management first reported a position in ESG in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2024. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Financial Network Wealth Management held 32,604 shares of Northern Trust STOXX US ESG Select ETF worth $5.73M as of Q2 2026.
  • Financial Network Wealth Management sold 580 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $97.8K.
  • Northern Trust STOXX US ESG Select ETF made up 1.62% of Financial Network Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Financial Network Wealth Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Network Wealth Management's Northern Trust STOXX US ESG Select ETF position peaked at $11.1M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

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