MGWA
ESG icon

Monument Group Wealth Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Monument Group Wealth 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 		$434K Buy
9,630
+7,252
+305% +$1.22M 0.21% 25
2026
Q1 		$361K Hold
2,378
– – 0.2% 25
2025
Q4 		$376K Hold
2,378
– – 0.21% 29
2025
Q3 		$367K Hold
2,378
– – 0.22% 28
2025
Q2 		$349K Hold
2,378
– – 0.22% 35
2025
Q1 		$319K Hold
2,378
– – 0.22% 33
2024
Q4 		$328K Hold
2,378
– – 0.23% 35
2024
Q3 		$323K Hold
2,378
– – 0.19% 36
2024
Q2 		$305K Hold
2,378
– – 0.21% 36
2024
Q1 		$301K Hold
2,378
– – 0.22% 37
2023
Q4 		$276K Buy
+2,378
New +$260K 0.24% 34

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

Monument Group Wealth Advisors's ESG Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Northern Trust STOXX US ESG Select ETF (ESG) stake by 305% in Q2 2026, buying an estimated $1.22M and bringing the position to 9,630 shares worth $434K. The position accounts for 0.21% of the portfolio, ranked #25.

Monument Group Wealth Advisors first reported a position in ESG in Q4 2023 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Monument Group Wealth Advisors held 9,630 shares of Northern Trust STOXX US ESG Select ETF worth $434K as of Q2 2026.
  • Monument Group Wealth Advisors bought 7,252 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $1.22M.
  • Northern Trust STOXX US ESG Select ETF made up 0.21% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Monument Group Wealth Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2023 and has held it in 11 quarters since.
  • 56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.