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 Q3	$358K	Sell	1,995 -78	-4%	-$14K	0.08%	126
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%	-$9.7K	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 $468B AUM 17.69% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

SGL Investment Advisors Missoula, Montana $284M AUM 20.98% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

NovaPoint Capital's ESG Position: Q3 2026 in Review

NovaPoint Capital reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 3.8% in Q3 2026, selling an estimated $14K and leaving 1,995 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #126.

NovaPoint Capital first reported a position in ESG in Q3 2020 and has held it in 19 quarters since. The position peaked at $364K in Q2 2026. 35 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

NovaPoint Capital held 1,995 shares of Northern Trust STOXX US ESG Select ETF worth $358K as of Q3 2026.
NovaPoint Capital sold 78 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $14K.
Northern Trust STOXX US ESG Select ETF made up 0.08% of NovaPoint Capital's portfolio in Q3 2026, its #126 holding.
NovaPoint Capital first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2020 and has held it in 19 quarters since.
NovaPoint Capital's Northern Trust STOXX US ESG Select ETF position peaked at $364K in Q2 2026.
35 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.