Wealth Enhancement Advisory Services’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	–	Sell	-2,005	Closed	-$322K	–	3675
2025 Q4	$322K	Sell	2,005 -16	-0.8%	-$2.5K	﹤0.01%	2862
2025 Q3	$312K	Hold	2,021	–	–	﹤0.01%	2754
2025 Q2	$300K	Buy	+2,021	New	+$276K	﹤0.01%	2645
2025 Q1	–	Sell	-2,347	Closed	-$323K	–	3025
2024 Q4	$323K	Buy	+2,347	New	+$325K	﹤0.01%	2325

Other funds holding ESG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

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

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's ESG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Northern Trust STOXX US ESG Select ETF (ESG) in Q1 2026, closing a stake of 2,005 shares — an estimated $322K sold.

Wealth Enhancement Advisory Services first reported a position in ESG in Q4 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 52 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Northern Trust STOXX US ESG Select ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 2,005 Northern Trust STOXX US ESG Select ETF shares in Q1 2026, an estimated $322K.
Wealth Enhancement Advisory Services first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2024 and held it in 4 quarters.
Wealth Enhancement Advisory Services's Northern Trust STOXX US ESG Select ETF position peaked at $323K in Q4 2024.
52 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.