1 North Wealth Services’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

1 North Wealth Services’s Portfolio USSG Stock Details USSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.1K	Hold	260	–	–	0.01%	143
2026 Q1	$15.5K	Hold	260	–	–	0.01%	133
2025 Q4	$16.5K	Hold	260	–	–	0.01%	136
2025 Q3	$15.9K	Hold	260	–	–	0.01%	128
2025 Q2	$14.8K	Hold	260	–	–	0.01%	132
2025 Q1	$13.1K	Buy	+260	New	+$13.9K	0.01%	133

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

1 North Wealth Services's USSG Position: Q2 2026 in Review

1 North Wealth Services held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q2 2026 at 260 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #143.

1 North Wealth Services first reported a position in USSG in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

1 North Wealth Services held 260 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $18.1K as of Q2 2026.
1 North Wealth Services left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #143 holding.
1 North Wealth Services first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.