SGL Investment Advisors’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

SGL Investment 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	$1.24M	Sell	6,827 -118	-2%	-$19.9K	0.43%	51
2026 Q1	$1.18M	Buy	6,945 +756	+12%	+$120K	0.44%	50
2025 Q4	$983K	Buy	6,189 +176	+3%	+$27.5K	0.39%	52
2025 Q3	$943K	Buy	6,013 +193	+3%	+$28.9K	0.39%	49
2025 Q2	$855K	Buy	5,820 +111	+2%	+$15.2K	0.41%	49
2025 Q1	$773K	Buy	5,709 +256	+5%	+$35.8K	0.4%	47
2024 Q4	$787K	Sell	5,453 -172	-3%	-$23.8K	0.4%	46
2024 Q3	$781K	Buy	+5,625	New	+$736K	0.4%	49

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SGL Investment Advisors's ESG Position: Q2 2026 in Review

SGL Investment Advisors reduced its Northern Trust STOXX US ESG Select ETF (ESG) stake by 1.7% in Q2 2026, selling an estimated $19.9K and leaving 6,827 shares worth $1.24M. The position accounts for 0.43% of the portfolio, ranked #51.

SGL Investment Advisors first reported a position in ESG in Q3 2024 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

SGL Investment Advisors held 6,827 shares of Northern Trust STOXX US ESG Select ETF worth $1.24M as of Q2 2026.
SGL Investment Advisors sold 118 Northern Trust STOXX US ESG Select ETF shares in Q2 2026, an estimated $19.9K.
Northern Trust STOXX US ESG Select ETF made up 0.43% of SGL Investment Advisors's portfolio in Q2 2026, its #51 holding.
SGL Investment Advisors first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2024 and has held it in 8 quarters since.
57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.