GRP
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Global Retirement Partners’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Global Retirement Partners’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 		$167K Buy
+950
New +$160K ﹤0.01% 1692
2025
Q4 		$150K Hold
950
– – ﹤0.01% 1652
2025
Q3 		$147K Buy
+950
New +$142K ﹤0.01% 1334

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

Global Retirement Partners's ESG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2026: 950 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESG as recently as Q4 2025.

Global Retirement Partners first reported a position in ESG in Q3 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Global Retirement Partners held 950 shares of Northern Trust STOXX US ESG Select ETF worth $167K as of Q2 2026.
  • Northern Trust STOXX US ESG Select ETF was a new Global Retirement Partners position in Q2 2026.
  • Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1692 holding.
  • Global Retirement Partners first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.