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Well Done LLC’s Northern Trust STOXX US ESG Select ETF ESG Stock Holding History

Well Done LLC’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
Q2 		$908K Hold
5,164
– – 0.12% 97
2026
Q1 		$784K Hold
5,164
– – 0.12% 93
2025
Q4 		$817K Hold
5,164
– – 0.12% 95
2025
Q3 		$796K Sell
5,164
-1
-0% -$150 0.14% 89
2025
Q2 		$758K Buy
5,165
+290
+6% +$39.6K 0.14% 89
2025
Q1 		$672K Buy
4,875
+17
+0.3% +$2.38K 0.12% 94
2024
Q4 		$660K Hold
4,858
– – 0.12% 90
2024
Q3 		$660K Buy
4,858
+14
+0.3% +$1.83K 0.12% 91
2024
Q2 		$621K Buy
4,844
+16
+0.3% +$2K 0.13% 95
2024
Q1 		$611K Sell
4,828
-5
-0.1% -$605 0.12% 101
2023
Q4 		$561K Buy
4,833
+17
+0.4% +$1.86K 0.11% 104
2023
Q3 		$508K Buy
4,816
+13
+0.3% +$1.42K 0.11% 97
2023
Q2 		$519K Buy
4,803
+16
+0.3% +$1.64K 0.11% 96
2023
Q1 		$475K Buy
4,787
+12
+0.3% +$1.16K 0.1% 101
2022
Q4 		$438K Buy
4,775
+20
+0.4% +$1.85K 0.09% 109
2022
Q3 		$409K Buy
4,755
+16
+0.3% +$1.52K 0.1% 103
2022
Q2 		$425K Buy
4,739
+15
+0.3% +$1.48K 0.09% 105
2022
Q1 		$518K Hold
4,724
– – 0.1% 106
2021
Q4 		$549K Hold
4,724
– – 0.11% 104
2021
Q3 		$499K Hold
4,724
– – 0.11% 108
2021
Q2 		$496K Hold
4,724
– – 0.11% 103
2021
Q1 		$460K Hold
4,724
– – 0.11% 103
2020
Q4 		$432K Hold
4,724
– – 0.11% 97
2020
Q3 		$385K Hold
4,724
– – 0.11% 87
2020
Q2 		$353K Hold
4,724
– – 0.1% 101
2020
Q1 		$293K Hold
4,724
– – 0.09% 104
2019
Q4 		$364K Hold
4,724
– – 0.08% 108
2019
Q3 		$335K Hold
4,724
– – 0.08% 110
2019
Q2 		$330K Hold
4,724
– – 0.08% 108
2019
Q1 		$317K Hold
4,724
– – 0.08% 111
2018
Q4 		$281K Hold
4,724
– – 0.08% 111
2018
Q3 		$326K Hold
4,724
– – 0.09% 104
2018
Q2 		$304K Hold
4,724
– – 0.09% 104
2018
Q1 		$296K Buy
+4,724
New +$305K 0.09% 93

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIA
SGL Investment Advisors Missoula, Montana $290M AUM 28.62% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Well Done LLC's ESG Position: Q2 2026 in Review

Well Done LLC held its Northern Trust STOXX US ESG Select ETF (ESG) position steady in Q2 2026 at 5,164 shares worth $908K. The position accounts for 0.12% of the portfolio, ranked #97.

Well Done LLC first reported a position in ESG in Q1 2018 and has held it in 34 quarters since. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

  • Well Done LLC held 5,164 shares of Northern Trust STOXX US ESG Select ETF worth $908K as of Q2 2026.
  • Well Done LLC left its Northern Trust STOXX US ESG Select ETF share count unchanged in Q2 2026.
  • Northern Trust STOXX US ESG Select ETF made up 0.12% of Well Done LLC's portfolio in Q2 2026, its #97 holding.
  • Well Done LLC first reported a position in Northern Trust STOXX US ESG Select ETF in Q1 2018 and has held it in 34 quarters since.
  • 57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.