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

NovaPoint Capital’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	$364K	Buy	+2,073	New	+$349K	0.08%	122
2025 Q4	–	Sell	-2,073	Closed	-$320K	–	97
2025 Q3	$320K	Buy	+2,073	New	+$311K	0.08%	119
2025 Q2	–	Sell	-2,073	Closed	-$279K	–	94
2025 Q1	$279K	Hold	2,073	–	–	0.09%	118
2024 Q4	$286K	Hold	2,073	–	–	0.09%	113
2024 Q3	$282K	Hold	2,073	–	–	0.09%	111
2024 Q2	$266K	Hold	2,073	–	–	0.09%	115
2024 Q1	$262K	Hold	2,073	–	–	0.09%	118
2023 Q4	$241K	Hold	2,073	–	–	0.09%	118
2023 Q3	$218K	Hold	2,073	–	–	0.09%	126
2023 Q2	$224K	Hold	2,073	–	–	0.08%	122
2023 Q1	$206K	Buy	+2,073	New	+$200K	0.08%	126
2022 Q2	–	Sell	-2,353	Closed	-$258K	–	131
2022 Q1	$258K	Hold	2,353	–	–	0.09%	119
2021 Q4	$273K	Sell	2,353 -86	-4%	-$9.67K	0.1%	112
2021 Q3	$257K	Sell	2,439 -370	-13%	-$40K	0.1%	108
2021 Q2	$295K	Buy	2,809 +50	+2%	+$5.11K	0.12%	95
2021 Q1	$269K	Hold	2,759	–	–	0.13%	97
2020 Q4	$252K	Hold	2,759	–	–	0.13%	98
2020 Q3	$225K	Buy	+2,759	New	+$222K	0.15%	92

Other funds holding ESG

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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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 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

NovaPoint Capital's ESG Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2026: 2,073 shares worth $364K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in ESG as recently as Q3 2025.

NovaPoint Capital first reported a position in ESG in Q3 2020 and has held it in 18 quarters since. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

NovaPoint Capital held 2,073 shares of Northern Trust STOXX US ESG Select ETF worth $364K as of Q2 2026.
Northern Trust STOXX US ESG Select ETF was a new NovaPoint Capital position in Q2 2026.
Northern Trust STOXX US ESG Select ETF made up 0.08% of NovaPoint Capital's portfolio in Q2 2026, its #122 holding.
NovaPoint Capital first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2020 and has held it in 18 quarters since.
56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.