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Savvy Advisors Inc’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Savvy Advisors Inc’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
2024
Q4 		– Sell
-1,247
Closed -$215K – 456
2024
Q3 		$215K Sell
1,247
-58
-4% -$9.68K 0.04% 325
2024
Q2 		$215K Sell
1,305
-13
-1% -$2.1K 0.07% 282
2024
Q1 		$215K Buy
+1,318
New +$206K 0.12% 205

Other funds holding ESGG

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savvy Advisors Inc's ESGG Position: Q4 2024 in Review

Savvy Advisors Inc sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q4 2024, closing a stake of 1,247 shares — an estimated $215K sold.

Savvy Advisors Inc first reported a position in ESGG in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 38 funds tracked by Wall St. Rank hold ESGG as of Q4 2024.

  • Savvy Advisors Inc reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 1,247 Northern Trust STOXX Global ESG Select ETF shares in Q4 2024, an estimated $215K.
  • Savvy Advisors Inc first reported a position in Northern Trust STOXX Global ESG Select ETF in Q1 2024 and held it in 3 quarters.
  • Savvy Advisors Inc's Northern Trust STOXX Global ESG Select ETF position peaked at $215K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.