Sheets Smith Wealth Management’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Sheets Smith Wealth Management’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
2023 Q4	–	Sell	-1,000	Closed	-$105K	–	383
2023 Q3	$105K	Buy	+1,000	New	+$109K	0.02%	343

Other funds holding ESG

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

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

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sheets Smith Wealth Management's ESG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q4 2023, closing a stake of 1,000 shares — an estimated $105K sold.

Sheets Smith Wealth Management first reported a position in ESG in Q3 2023 and held it in 1 quarter. The position peaked at $105K in Q3 2023. 39 funds tracked by Wall St. Rank hold ESG as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,000 Northern Trust STOXX US ESG Select ETF shares in Q4 2023, an estimated $105K.
Sheets Smith Wealth Management first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2023 and held it in 1 quarter.
Sheets Smith Wealth Management's Northern Trust STOXX US ESG Select ETF position peaked at $105K in Q3 2023.
39 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.