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Milestone Investment Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Milestone Investment 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 		$306K Sell
1,743
-20
-1% -$3.37K 0.07% 78
2026
Q1 		$268K Sell
1,763
-20
-1% -$3.16K 0.06% 80
2025
Q4 		$282K Hold
1,783
– – 0.07% 77
2025
Q3 		$275K Hold
1,783
– – 0.07% 73
2025
Q2 		$262K Hold
1,783
– – 0.07% 74
2025
Q1 		$240K Hold
1,783
– – 0.07% 74
2024
Q4 		$246K Hold
1,783
– – 0.07% 75
2024
Q3 		$242K Hold
1,783
– – 0.07% 76
2024
Q2 		$229K Hold
1,783
– – 0.06% 73
2024
Q1 		$226K Sell
1,783
-100
-5% -$12.1K 0.06% 71
2023
Q4 		$218K Hold
1,883
– – 0.06% 68
2023
Q3 		$198K Hold
1,883
– – 0.06% 105
2023
Q2 		$204K Sell
1,883
-250
-12% -$25.5K 0.06% 69
2023
Q1 		$212K Sell
2,133
-267
-11% -$25.8K 0.07% 102
2022
Q4 		$220K Buy
+2,400
New +$222K 0.08% 60

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

Milestone Investment Advisors's ESG Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 1.1% in Q2 2026, selling an estimated $3.37K and leaving 1,743 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #78.

Milestone Investment Advisors first reported a position in ESG in Q4 2022 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Milestone Investment Advisors held 1,743 shares of Northern Trust STOXX US ESG Select ETF worth $306K as of Q2 2026.
  • Milestone Investment Advisors sold 20 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $3.37K.
  • Northern Trust STOXX US ESG Select ETF made up 0.07% of Milestone Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Milestone Investment Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2022 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.