Founders Financial Securities’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Founders Financial Securities’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	$1.1M	Sell	6,108 -47	-0.8%	-$8.43K	0.05%	297
2026 Q2	$1.08M	Buy	6,155 +20	+0.3%	+$3.37K	0.06%	292
2026 Q1	$972K	Sell	6,135 -126	-2%	-$19.9K	0.05%	299
2025 Q4	$991K	Buy	6,261 +2,679	+75%	+$418K	0.06%	281
2025 Q3	$552K	Buy	+3,582	New	+$537K	0.04%	328

Other funds holding ESG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

SGL Investment Advisors Missoula, Montana $284M AUM 20.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Founders Financial Securities's ESG Position: Q3 2026 in Review

Founders Financial Securities reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 0.76% in Q3 2026, selling an estimated $8.43K and leaving 6,108 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #297.

Founders Financial Securities first reported a position in ESG in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

Founders Financial Securities held 6,108 shares of Northern Trust STOXX US ESG Select ETF worth $1.1M as of Q3 2026.
Founders Financial Securities sold 47 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $8.43K.
Northern Trust STOXX US ESG Select ETF made up 0.05% of Founders Financial Securities's portfolio in Q3 2026, its #297 holding.
Founders Financial Securities first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2025 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.