Gilbert Capital Group’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Gilbert Capital Group’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	$755K	Sell	4,295 -181	-4%	-$30.5K	0.53%	35
2026 Q1	$679K	Sell	4,476 -1,223	-21%	-$193K	0.52%	33
2025 Q4	$902K	Sell	5,699 -129	-2%	-$20.1K	0.68%	30
2025 Q3	$899K	Sell	5,828 -150	-3%	-$22.5K	0.7%	29
2025 Q2	$878K	Buy	+5,978	New	+$817K	0.73%	27

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

Gilbert Capital Group's ESG Position: Q2 2026 in Review

Gilbert Capital Group reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 4% in Q2 2026, selling an estimated $30.5K and leaving 4,295 shares worth $755K. The position accounts for 0.53% of the portfolio, ranked #35.

Gilbert Capital Group first reported a position in ESG in Q2 2025 and has held it in 5 quarters since. The position peaked at $902K in Q4 2025. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

Gilbert Capital Group held 4,295 shares of Northern Trust STOXX US ESG Select ETF worth $755K as of Q2 2026.
Gilbert Capital Group sold 181 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $30.5K.
Northern Trust STOXX US ESG Select ETF made up 0.53% of Gilbert Capital Group's portfolio in Q2 2026, its #35 holding.
Gilbert Capital Group first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's Northern Trust STOXX US ESG Select ETF position peaked at $902K in Q4 2025.
57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.