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

LPL Financial’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	$10.4M	Buy	57,674 +2,678	+5%	+$480K	﹤0.01%	2160
2026 Q2	$9.7M	Buy	54,996 +33	+0.1%	+$5.56K	﹤0.01%	2180
2026 Q1	$8.34M	Buy	54,963 +3,976	+8%	+$629K	﹤0.01%	2150
2025 Q4	$8.07M	Buy	50,987 +5,423	+12%	+$846K	﹤0.01%	2111
2025 Q3	$7.03M	Buy	45,564 +2,989	+7%	+$448K	﹤0.01%	2200
2025 Q2	$6.25M	Sell	42,575 -227	-0.5%	-$31K	﹤0.01%	2136
2025 Q1	$5.75M	Buy	42,802 +509	+1%	+$71.2K	﹤0.01%	2040
2024 Q4	$5.83M	Sell	42,293 -840	-2%	-$116K	﹤0.01%	1953
2024 Q3	$5.86M	Buy	43,133 +4,153	+11%	+$543K	﹤0.01%	1860
2024 Q2	$5M	Buy	38,980 +515	+1%	+$64.3K	﹤0.01%	1849
2024 Q1	$4.87M	Buy	38,465 +574	+2%	+$69.5K	﹤0.01%	1805
2023 Q4	$4.4M	Sell	37,891 -4,295	-10%	-$469K	﹤0.01%	1767
2023 Q3	$4.45M	Sell	42,186 -1,499	-3%	-$163K	﹤0.01%	1666
2023 Q2	$4.72M	Buy	43,685 +1,458	+3%	+$149K	﹤0.01%	1595
2023 Q1	$4.19M	Sell	42,227 -244	-0.6%	-$23.6K	﹤0.01%	1619
2022 Q4	$3.9M	Buy	42,471 +1,255	+3%	+$116K	﹤0.01%	1614
2022 Q3	$3.54M	Buy	41,216 +2,880	+8%	+$274K	﹤0.01%	1615
2022 Q2	$3.44M	Buy	38,336 +3,919	+11%	+$386K	﹤0.01%	1642
2022 Q1	$3.77M	Buy	34,417 +3,589	+12%	+$389K	﹤0.01%	1614
2021 Q4	$3.58M	Buy	30,828 +12,384	+67%	+$1.39M	﹤0.01%	1671
2021 Q3	$1.95M	Buy	18,444 +3,503	+23%	+$379K	﹤0.01%	2071
2021 Q2	$1.57M	Buy	14,941 +2,136	+17%	+$218K	﹤0.01%	2171
2021 Q1	$1.25M	Buy	12,805 +3,345	+35%	+$317K	﹤0.01%	2207
2020 Q4	$865K	Buy	9,460 +1,879	+25%	+$162K	﹤0.01%	2300
2020 Q3	$617K	Buy	7,581 +1,382	+22%	+$111K	﹤0.01%	2303
2020 Q2	$464K	Buy	6,199 +1,125	+22%	+$79.6K	﹤0.01%	2457
2020 Q1	$314K	Buy	5,074 +489	+11%	+$35.7K	﹤0.01%	2467
2019 Q4	$353K	Hold	4,585	–	–	﹤0.01%	2650
2019 Q3	$325K	Buy	4,585 +726	+19%	+$51.3K	﹤0.01%	2608
2019 Q2	$269K	Buy	+3,859	New	+$265K	﹤0.01%	2795
2018 Q4	–	Sell	-3,183	Closed	-$219K	–	3131
2018 Q3	$219K	Buy	+3,183	New	+$215K	﹤0.01%	2930

Other funds holding ESG

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

LPL Financial's ESG Position: Q3 2026 in Review

LPL Financial increased its Northern Trust STOXX US ESG Select ETF (ESG) stake by 4.9% in Q3 2026, buying an estimated $480K and bringing the position to 57,674 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

LPL Financial first reported a position in ESG in Q3 2018 and has held it in 31 quarters since. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

LPL Financial held 57,674 shares of Northern Trust STOXX US ESG Select ETF worth $10.4M as of Q3 2026.
LPL Financial bought 2,678 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $480K.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2160 holding.
LPL Financial first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2018 and has held it in 31 quarters since.
35 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.