HGWM
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Harvest Group Wealth Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Harvest Group 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
2023
Q1 		$4K Sell
40
-602
-94% -$58.1K ﹤0.01% 97
2022
Q4 		$59K Sell
642
-27
-4% -$2.5K 0.04% 61
2022
Q3 		$61K Buy
669
+2
+0.3% +$190 0.04% 63
2022
Q2 		$65K Buy
+667
New +$65.7K 0.04% 65

Other funds holding ESG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Harvest Group Wealth Management's ESG Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 94% in Q1 2023, selling an estimated $58.1K and leaving 40 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Harvest Group Wealth Management first reported a position in ESG in Q2 2022 and has held it in 4 quarters since. The position peaked at $65K in Q2 2022. 37 funds tracked by Wall St. Rank hold ESG as of Q1 2023.

  • Harvest Group Wealth Management held 40 shares of Northern Trust STOXX US ESG Select ETF worth $4K as of Q1 2023.
  • Harvest Group Wealth Management sold 602 Northern Trust STOXX US ESG Select ETF shares in Q1 2023, an estimated $58.1K.
  • Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #97 holding.
  • Harvest Group Wealth Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Northern Trust STOXX US ESG Select ETF position peaked at $65K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.