Mariner
ESG icon

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

Mariner’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
2024
Q4 		– Sell
-1,583
Closed -$215K – 3425
2024
Q3 		$215K Hold
1,583
– – ﹤0.01% 2886
2024
Q2 		$203K Sell
1,583
-11
-0.7% -$1.37K ﹤0.01% 2786
2024
Q1 		$202K Buy
+1,594
New +$193K ﹤0.01% 2764
2023
Q3 		– Sell
-4,987
Closed -$539K – 2937
2023
Q2 		$539K Buy
+4,987
New +$509K ﹤0.01% 1685

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
Interactive Financial Advisors
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
First United Bank & Trust
First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Mariner's ESG Position: Q4 2024 in Review

Mariner sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q4 2024, closing a stake of 1,583 shares — an estimated $215K sold.

Mariner first reported a position in ESG in Q2 2023 and held it in 4 quarters. The position peaked at $539K in Q2 2023. 51 funds tracked by Wall St. Rank hold ESG as of Q4 2024.

  • Mariner reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q4 2024 after selling out during the quarter.
  • Mariner sold 1,583 Northern Trust STOXX US ESG Select ETF shares in Q4 2024, an estimated $215K.
  • Mariner first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2023 and held it in 4 quarters.
  • Mariner's Northern Trust STOXX US ESG Select ETF position peaked at $539K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.