Heritage Financial Services
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Heritage Financial Services’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-1,392
Closed -$124K – 191
2022
Q2 		$124K Buy
+1,392
New +$137K 0.07% 97

Other funds holding ESG

Northern Trust
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FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
First United Bank & Trust
First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Interactive Financial Advisors
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Momentum Advisors
Momentum Advisors New York $98.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Financial Services's ESG Position: Q3 2022 in Review

Heritage Financial Services sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q3 2022, closing a stake of 1,392 shares — an estimated $124K sold.

Heritage Financial Services first reported a position in ESG in Q2 2022 and held it in 1 quarter. The position peaked at $124K in Q2 2022. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

  • Heritage Financial Services reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,392 Northern Trust STOXX US ESG Select ETF shares in Q3 2022, an estimated $124K.
  • Heritage Financial Services first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Northern Trust STOXX US ESG Select ETF position peaked at $124K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.