RVW Wealth
ESG icon

RVW Wealth’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

RVW Wealth’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 		$2.85M Sell
15,885
-173
-1% -$31K 0.18% 55
2026
Q2 		$2.82M Buy
16,058
+9
+0.1% +$1.52K 0.19% 53
2026
Q1 		$2.44M Hold
16,049
– – 0.19% 55
2025
Q4 		$2.54M Buy
16,049
+2
+0% +$312 0.19% 51
2025
Q3 		$2.47M Sell
16,047
-164
-1% -$24.6K 0.19% 53
2025
Q2 		$2.38M Sell
16,211
-52
-0.3% -$7.11K 0.2% 52
2025
Q1 		$2.18M Sell
16,263
-519
-3% -$72.6K 0.21% 50
2024
Q4 		$2.31M Sell
16,782
-154
-0.9% -$21.3K 0.22% 50
2024
Q3 		$2.3M Buy
16,936
+36
+0.2% +$4.71K 0.21% 52
2024
Q2 		$2.17M Buy
16,900
+30
+0.2% +$3.74K 0.22% 50
2024
Q1 		$2.14M Sell
16,870
-120
-0.7% -$14.5K 0.22% 48
2023
Q4 		$1.97M Buy
16,990
+27
+0.2% +$2.95K 0.22% 52
2023
Q3 		$1.79M Buy
16,963
+145
+0.9% +$15.8K 0.22% 51
2023
Q2 		$1.82M Buy
16,818
+1,921
+13% +$196K 0.21% 50
2023
Q1 		$1.48M Buy
14,897
+87
+0.6% +$8.4K 0.18% 59
2022
Q4 		$1.36M Buy
14,810
+115
+0.8% +$10.6K 0.17% 62
2022
Q3 		$1.26M Buy
14,695
+34
+0.2% +$3.23K 0.18% 68
2022
Q2 		$1.32M Buy
14,661
+59
+0.4% +$5.81K 0.18% 69
2022
Q1 		$1.6M Buy
14,602
+364
+3% +$39.5K 0.18% 59
2021
Q4 		$1.65M Buy
14,238
+750
+6% +$84.4K 0.18% 57
2021
Q3 		$1M Sell
13,488
-3,603
-21% -$389K 0.12% 65
2021
Q2 		$2M Buy
17,091
+54
+0.3% +$5.52K 0.25% 44
2021
Q1 		$2M Buy
17,037
+2,840
+20% +$269K 0.26% 44
2020
Q4 		$1M Buy
14,197
+5,708
+67% +$492K 0.15% 63
2020
Q3 		$691K Buy
8,489
+4,983
+142% +$401K 0.12% 68
2020
Q2 		$262K Buy
+3,506
New +$248K 0.05% 84

Other funds holding ESG

REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RVW Wealth's ESG Position: Q3 2026 in Review

RVW Wealth reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 1.1% in Q3 2026, selling an estimated $31K and leaving 15,885 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #55.

RVW Wealth first reported a position in ESG in Q2 2020 and has held it in 26 quarters since. 8 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

  • RVW Wealth held 15,885 shares of Northern Trust STOXX US ESG Select ETF worth $2.85M as of Q3 2026.
  • RVW Wealth sold 173 Northern Trust STOXX US ESG Select ETF shares in Q3 2026, an estimated $31K.
  • Northern Trust STOXX US ESG Select ETF made up 0.18% of RVW Wealth's portfolio in Q3 2026, its #55 holding.
  • RVW Wealth first reported a position in Northern Trust STOXX US ESG Select ETF in Q2 2020 and has held it in 26 quarters since.
  • 8 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.