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Independent Advisor Alliance’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,020
Closed -$458K – 1191
2026
Q1 		$458K Buy
+3,020
New +$478K ﹤0.01% 1149
2025
Q1 		– Sell
-2,590
Closed -$357K – 946
2024
Q4 		$357K Buy
+2,590
New +$359K ﹤0.01% 1065

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

Independent Advisor Alliance's ESG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2026, closing a stake of 3,020 shares — an estimated $458K sold.

Independent Advisor Alliance first reported a position in ESG in Q4 2024 and held it in 2 quarters. The position peaked at $458K in Q1 2026. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,020 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $458K.
  • Independent Advisor Alliance first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Northern Trust STOXX US ESG Select ETF position peaked at $458K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.