VisionPoint Advisory Group’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

VisionPoint Advisory Group’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
2024 Q3	–	Sell	-98	Closed	-$16.1K	–	404
2024 Q2	$16.1K	Buy	98 +2	+2%	+$323	0.01%	425
2024 Q1	$15.6K	Hold	96	–	–	0.01%	412
2023 Q4	$14.4K	Buy	+96	New	+$13.5K	0.01%	387
2023 Q3	–	Sell	-96	Closed	-$13.5K	–	724
2023 Q2	$13.5K	Buy	+96	New	+$13.1K	0.01%	362

Other funds holding ESGG

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

VisionPoint Advisory Group's ESGG Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q3 2024, closing a stake of 98 shares — an estimated $16.1K sold.

VisionPoint Advisory Group first reported a position in ESGG in Q2 2023 and held it in 4 quarters. The position peaked at $16.1K in Q2 2024. 39 funds tracked by Wall St. Rank hold ESGG as of Q3 2024.

VisionPoint Advisory Group reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 98 Northern Trust STOXX Global ESG Select ETF shares in Q3 2024, an estimated $16.1K.
VisionPoint Advisory Group first reported a position in Northern Trust STOXX Global ESG Select ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Northern Trust STOXX Global ESG Select ETF position peaked at $16.1K in Q2 2024.
39 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.