Wagner Wealth Management (South Carolina)’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021 Q3	–	Sell	-20	Closed	-$2K	–	668
2021 Q2	$2K	Sell	20 -435	-96%	-$44.4K	﹤0.01%	630
2021 Q1	$44K	Buy	+455	New	+$43.1K	0.03%	240

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

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

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ESG Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in ESG in Q1 2021 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 40 funds tracked by Wall St. Rank hold ESG as of Q3 2021.

Wagner Wealth Management (South Carolina) reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q3 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 20 Northern Trust STOXX US ESG Select ETF shares in Q3 2021, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2021 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s Northern Trust STOXX US ESG Select ETF position peaked at $44K in Q1 2021.
40 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.