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

Interactive Financial 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
Q2 		$469K Sell
2,702
-635
-19% -$107K 0.29% 51
2026
Q1 		$506K Sell
3,337
-217
-6% -$34.3K 0.33% 43
2025
Q4 		$562K Sell
3,554
-15,257
-81% -$2.38M 0.36% 42
2025
Q3 		$2.9M Sell
18,811
-16,483
-47% -$2.47M 1.57% 19
2025
Q2 		$5.18M Buy
35,294
+62
+0.2% +$8.47K 2.53% 9
2025
Q1 		$4.73M Sell
35,232
-635
-2% -$88.9K 2.5% 9
2024
Q4 		$4.94M Sell
35,867
-579
-2% -$80.2K 2.59% 9
2024
Q3 		$4.95M Buy
36,446
+337
+0.9% +$44.1K 2.55% 9
2024
Q2 		$4.63M Sell
36,109
-518
-1% -$64.6K 2.55% 9
2024
Q1 		$4.64M Buy
36,627
+35,119
+2,329% +$4.25M 2.56% 9
2023
Q4 		$303K Sell
1,508
-33,435
-96% -$3.65M 0.16% 70
2023
Q3 		$3.68M Sell
34,943
-4,374
-11% -$476K 2.48% 10
2023
Q2 		$4.25M Sell
39,317
-1,168
-3% -$119K 2.89% 8
2023
Q1 		$4.02M Sell
40,485
-1,209
-3% -$117K 2.58% 9
2022
Q4 		$3.83M Buy
41,694
+4,328
+12% +$400K 2.29% 10
2022
Q3 		$3.21M Buy
37,366
+5,108
+16% +$485K 1.86% 11
2022
Q2 		$2.9M Sell
32,258
-4,175
-11% -$411K 1.46% 19
2022
Q1 		$3.5M Buy
36,433
+10,315
+39% +$1.12M 1.64% 20
2021
Q4 		$3.03M Buy
26,118
+5,881
+29% +$661K 1.16% 28
2021
Q3 		$2.14M Buy
20,237
+5,276
+35% +$570K 0.93% 28
2021
Q2 		$1.57M Buy
14,961
+2,186
+17% +$223K 0.64% 31
2021
Q1 		$1.24M Buy
12,775
+8,623
+208% +$816K 0.52% 37
2020
Q4 		$380K Buy
4,152
+3,563
+605% +$307K 0.17% 58
2020
Q3 		$48K Buy
589
+376
+177% +$30.2K 0.02% 108
2020
Q2 		$16K Sell
213
-1
-0.5% -$71 0.01% 123
2020
Q1 		$13K Buy
+214
New +$15.6K 0.01% 90

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

Interactive Financial Advisors's ESG Position: Q2 2026 in Review

Interactive Financial Advisors reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 19% in Q2 2026, selling an estimated $107K and leaving 2,702 shares worth $469K. The position accounts for 0.29% of the portfolio, ranked #51.

Interactive Financial Advisors first reported a position in ESG in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.18M in Q2 2025. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Interactive Financial Advisors held 2,702 shares of Northern Trust STOXX US ESG Select ETF worth $469K as of Q2 2026.
  • Interactive Financial Advisors sold 635 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $107K.
  • Northern Trust STOXX US ESG Select ETF made up 0.29% of Interactive Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Interactive Financial Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2020 and has held it in 26 quarters since.
  • Interactive Financial Advisors's Northern Trust STOXX US ESG Select ETF position peaked at $5.18M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.