VAF
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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
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

LPL Financial
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIA
SGL Investment Advisors Missoula, Montana $290M AUM 28.62% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Values Added Financial's ESG Position: Q2 2026 in Review

Values Added Financial opened a new position in Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2026: 1,270 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings. This is a return to the name: Values Added Financial previously reported a position in ESG as recently as Q4 2025.

Values Added Financial first reported a position in ESG in Q4 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Values Added Financial held 1,270 shares of Northern Trust STOXX US ESG Select ETF worth $223K as of Q2 2026.
  • Northern Trust STOXX US ESG Select ETF was a new Values Added Financial position in Q2 2026.
  • Northern Trust STOXX US ESG Select ETF made up 0.08% of Values Added Financial's portfolio in Q2 2026, its #136 holding.
  • Values Added Financial first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2025 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.