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

Milestone Investment Advisors’s Portfolio ESGG Stock Details ESGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Sell
1,890
-45
-2% -$10K 0.1% 70
2026
Q1 		$387K Sell
1,935
-122
-6% -$25.3K 0.09% 70
2025
Q4 		$422K Buy
2,057
+1
+0% +$201 0.1% 68
2025
Q3 		$406K Hold
2,056
– – 0.1% 65
2025
Q2 		$386K Buy
2,056
+1
+0% +$174 0.1% 66
2025
Q1 		$349K Hold
2,055
– – 0.1% 68
2024
Q4 		$345K Buy
2,055
+1
+0% +$171 0.09% 68
2024
Q3 		$354K Hold
2,054
– – 0.1% 68
2024
Q2 		$338K Buy
2,054
+54
+3% +$8.72K 0.09% 66
2024
Q1 		$326K Hold
2,000
– – 0.09% 63
2023
Q4 		$299K Sell
2,000
-170
-8% -$23.8K 0.09% 61
2023
Q3 		$293K Buy
2,170
+45
+2% +$6.31K 0.08% 82
2023
Q2 		$298K Buy
2,125
+450
+27% +$61.2K 0.09% 61
2023
Q1 		$221K Buy
1,675
+396
+31% +$50.7K 0.07% 99
2022
Q4 		$155K Buy
+1,279
New +$153K 0.05% 66

Other funds holding ESGG

SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

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

Milestone Investment Advisors reduced its Northern Trust STOXX Global ESG Select ETF (ESGG) stake by 2.3% in Q2 2026, selling an estimated $10K and leaving 1,890 shares worth $441K. The position accounts for 0.1% of the portfolio, ranked #70.

Milestone Investment Advisors first reported a position in ESGG in Q4 2022 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold ESGG as of Q2 2026.

  • Milestone Investment Advisors held 1,890 shares of Northern Trust STOXX Global ESG Select ETF worth $441K as of Q2 2026.
  • Milestone Investment Advisors sold 45 Northern Trust STOXX Global ESG Select ETF shares in Q2 2026, an estimated $10K.
  • Northern Trust STOXX Global ESG Select ETF made up 0.1% of Milestone Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Milestone Investment Advisors first reported a position in Northern Trust STOXX Global ESG Select ETF in Q4 2022 and has held it in 15 quarters since.
  • 35 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q2 2026.

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