IFP Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

IFP Advisors’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 Q3	$1.8K	Sell	10 -15	-60%	-$2.69K	﹤0.01%	4274
2026 Q2	$4.4K	Sell	25 -75	-75%	-$12.6K	﹤0.01%	3866
2026 Q1	$15.2K	Buy	+100	New	+$15.8K	﹤0.01%	2929
2023 Q1	–	Sell	-375	Closed	-$24K	–	3700
2022 Q4	$24K	Hold	375	–	–	﹤0.01%	2742
2022 Q3	$24K	Hold	375	–	–	﹤0.01%	2913
2022 Q2	$24K	Hold	375	–	–	﹤0.01%	2693
2022 Q1	$24K	Buy	+375	New	+$40.7K	﹤0.01%	2691
2020 Q2	–	Sell	-292	Closed	-$20.7K	–	2787
2020 Q1	$18K	Buy	292 +1	+0.3%	+$73	﹤0.01%	1524
2019 Q4	$23K	Sell	291 -84	-22%	-$6.17K	﹤0.01%	1557
2019 Q3	$26K	Buy	+375	New	+$26.5K	﹤0.01%	1643
2019 Q1	$12K	Hold	175	–	–	﹤0.01%	1532
2018 Q4	$10K	Hold	175	–	–	﹤0.01%	2498
2018 Q3	$12K	Hold	175	–	–	﹤0.01%	2740
2018 Q2	$11K	Buy	+175	New	+$11.2K	﹤0.01%	2830
2017 Q4	–	Sell	-100	Closed	-$6K	–	3883
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	3292
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	3294
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	3195
2016 Q4	$5K	Buy	+100	New	+$5.16K	﹤0.01%	3281

Other funds holding ESG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

SGL Investment Advisors Missoula, Montana $284M AUM 20.98% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

IFP Advisors's ESG Position: Q3 2026 in Review

IFP Advisors reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 60% in Q3 2026, selling an estimated $2.69K and leaving 10 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

IFP Advisors first reported a position in ESG in Q4 2016 and has held it in 18 quarters since. The position peaked at $26K in Q3 2019. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

IFP Advisors held 10 shares of Northern Trust STOXX US ESG Select ETF worth $1.8K as of Q3 2026.
IFP Advisors sold 15 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $2.69K.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4274 holding.
IFP Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2016 and has held it in 18 quarters since.
IFP Advisors's Northern Trust STOXX US ESG Select ETF position peaked at $26K in Q3 2019.
35 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.