Values Added Financial
ESG icon

Values Added Financial’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Values Added Financial’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 		$228K Hold
1,270
– – 0.08% 129
2026
Q2 		$223K Buy
+1,270
New +$214K 0.08% 136
2026
Q1 		– Sell
-1,270
Closed -$201K – 138
2025
Q4 		$201K Buy
+1,270
New +$198K 0.08% 135

Other funds holding ESG

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
First United Bank & Trust
First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return
Clear Point Advisors
Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
Gilbert Capital Group
Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return
Monument Group Wealth Advisors
Monument Group Wealth Advisors Concord, Massachusetts $213M AUM 15.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Values Added Financial's ESG Position: Q3 2026 in Review

Values Added Financial held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q3 2026 at 1,270 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #129.

Values Added Financial first reported a position in ESG in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold ESG as of Q3 2026.

  • Values Added Financial held 1,270 shares of Northern Trust STOXX US ESG Select ETF worth $228K as of Q3 2026.
  • Values Added Financial left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q3 2026.
  • Northern Trust STOXX US ESG Select ETF made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #129 holding.
  • Values Added Financial first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.