Kore Private Wealth’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Kore Private Wealth’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	$308K	Hold	3,580	–	–	0.06%	182
2022 Q2	$321K	Hold	3,580	–	–	0.05%	206
2022 Q1	$393K	Sell	3,580 -285	-7%	-$30.9K	0.05%	201
2021 Q4	$449K	Hold	3,865	–	–	0.05%	182
2021 Q3	$408K	Buy	+3,865	New	+$418K	0.04%	269

Other funds holding ESG

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Momentum Advisors New York $98.7M AUM

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

Kore Private Wealth's ESG Position: Q3 2022 in Review

Kore Private Wealth held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q3 2022 at 3,580 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #182.

Kore Private Wealth first reported a position in ESG in Q3 2021 and has held it in 5 quarters since. The position peaked at $449K in Q4 2021. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2022.

Kore Private Wealth held 3,580 shares of Northern Trust STOXX US ESG Select ETF worth $308K as of Q3 2022.
Kore Private Wealth left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q3 2022.
Northern Trust STOXX US ESG Select ETF made up 0.06% of Kore Private Wealth's portfolio in Q3 2022, its #182 holding.
Kore Private Wealth first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2021 and has held it in 5 quarters since.
Kore Private Wealth's Northern Trust STOXX US ESG Select ETF position peaked at $449K in Q4 2021.
35 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.