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

Wealth Enhancement Advisory Services’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
2026 Q1	–	Sell	-1,025	Closed	-$214K	–	3676
2025 Q4	$214K	Sell	1,025 -25	-2%	-$5.03K	﹤0.01%	3228
2025 Q3	$209K	Sell	1,050 -77	-7%	-$14.8K	﹤0.01%	3100
2025 Q2	$213K	Buy	+1,127	New	+$197K	﹤0.01%	2940
2025 Q1	–	Sell	-12,531	Closed	-$2.11M	–	3026
2024 Q4	$2.11M	Buy	12,531 +5,576	+80%	+$956K	﹤0.01%	1163
2024 Q3	$1.2M	Sell	6,955 -16	-0.2%	-$2.67K	﹤0.01%	1301
2024 Q2	$1.15M	Sell	6,971 -107	-2%	-$17.3K	﹤0.01%	1215
2024 Q1	$1.15M	Sell	7,078 -292	-4%	-$45.5K	﹤0.01%	1171
2023 Q4	$1.1M	Buy	+7,370	New	+$1.03M	﹤0.01%	1134

Other funds holding ESGG

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

SWM

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FPCP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q1 2026, closing a stake of 1,025 shares — an estimated $214K sold.

Wealth Enhancement Advisory Services first reported a position in ESGG in Q4 2023 and held it in 8 quarters. The position peaked at $2.11M in Q4 2024. 32 funds tracked by Wall St. Rank hold ESGG as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 1,025 Northern Trust STOXX Global ESG Select ETF shares in Q1 2026, an estimated $214K.
Wealth Enhancement Advisory Services first reported a position in Northern Trust STOXX Global ESG Select ETF in Q4 2023 and held it in 8 quarters.
Wealth Enhancement Advisory Services's Northern Trust STOXX Global ESG Select ETF position peaked at $2.11M in Q4 2024.
32 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q1 2026.

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