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Freestone Capital Holdings’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-743
Closed -$67.9K – 611
2020
Q4 		$67.9K Hold
743
– – ﹤0.01% 502
2020
Q3 		$60.5K Buy
+743
New +$59.7K ﹤0.01% 459

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Freestone Capital Holdings's ESG Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q1 2021, closing a stake of 743 shares — an estimated $67.9K sold.

Freestone Capital Holdings first reported a position in ESG in Q3 2020 and held it in 2 quarters. The position peaked at $67.9K in Q4 2020. 32 funds tracked by Wall St. Rank hold ESG as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 743 Northern Trust STOXX US ESG Select ETF shares in Q1 2021, an estimated $67.9K.
  • Freestone Capital Holdings first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Northern Trust STOXX US ESG Select ETF position peaked at $67.9K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.