Wealthcare Advisory Partners’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Wealthcare Advisory Partners’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	-1,286	Closed	-$212K	–	885
2024 Q2	$212K	Buy	+1,286	New	+$208K	0.01%	776
2024 Q1	–	Sell	-1,598	Closed	-$239K	–	813
2023 Q4	$239K	Sell	1,598 -10	-0.6%	-$1.4K	0.01%	670
2023 Q3	$217K	Sell	1,608 -339	-17%	-$47.5K	0.01%	635
2023 Q2	$273K	Sell	1,947 -65	-3%	-$8.84K	0.01%	590
2023 Q1	$266K	Buy	+2,012	New	+$258K	0.01%	616

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 $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's ESGG Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q3 2024, closing a stake of 1,286 shares — an estimated $212K sold.

Wealthcare Advisory Partners first reported a position in ESGG in Q1 2023 and held it in 5 quarters. The position peaked at $273K in Q2 2023. 39 funds tracked by Wall St. Rank hold ESGG as of Q3 2024.

Wealthcare Advisory Partners reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q3 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,286 Northern Trust STOXX Global ESG Select ETF shares in Q3 2024, an estimated $212K.
Wealthcare Advisory Partners first reported a position in Northern Trust STOXX Global ESG Select ETF in Q1 2023 and held it in 5 quarters.
Wealthcare Advisory Partners's Northern Trust STOXX Global ESG Select ETF position peaked at $273K in Q2 2023.
39 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.