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Kalos Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Kalos 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
Q2 		– Sell
-250
Closed -$24.8K – 204
2023
Q1 		$24.8K Buy
+250
New +$24.1K 0.05% 131

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kalos Management's ESG Position: Q2 2023 in Review

Kalos Management sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2023, closing a stake of 250 shares — an estimated $24.8K sold.

Kalos Management first reported a position in ESG in Q1 2023 and held it in 1 quarter. The position peaked at $24.8K in Q1 2023. 38 funds tracked by Wall St. Rank hold ESG as of Q2 2023.

  • Kalos Management reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 250 Northern Trust STOXX US ESG Select ETF shares in Q2 2023, an estimated $24.8K.
  • Kalos Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's Northern Trust STOXX US ESG Select ETF position peaked at $24.8K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.