Sowell Financial Services’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,620	Closed	-$223K	–	1170
2021 Q1	$223K	Buy	1,620 +510	+46%	+$65.5K	0.01%	990
2020 Q4	$138K	Sell	1,110 -358	-24%	-$41.8K	0.01%	1020
2020 Q3	$161K	Buy	1,468 +84	+6%	+$9.2K	0.01%	807
2020 Q2	$142K	Sell	1,384 -1,084	-44%	-$105K	0.01%	852
2020 Q1	$214K	Sell	2,468 -151	-6%	-$15.3K	0.02%	630
2019 Q4	$282K	Sell	2,619 -27	-1%	-$2.79K	0.02%	603
2019 Q3	$263K	Buy	+2,646	New	+$261K	0.02%	568

Other funds holding ESGG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sowell Financial Services's ESGG Position: Q2 2021 in Review

Sowell Financial Services sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q2 2021, closing a stake of 1,620 shares — an estimated $223K sold.

Sowell Financial Services first reported a position in ESGG in Q3 2019 and held it in 7 quarters. The position peaked at $282K in Q4 2019. 17 funds tracked by Wall St. Rank hold ESGG as of Q2 2021.

Sowell Financial Services reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,620 Northern Trust STOXX Global ESG Select ETF shares in Q2 2021, an estimated $223K.
Sowell Financial Services first reported a position in Northern Trust STOXX Global ESG Select ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Northern Trust STOXX Global ESG Select ETF position peaked at $282K in Q4 2019.
17 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.