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 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 $2.21B AUM 9.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

1 North Wealth Services's USSG Position: Q1 2026 in Review

1 North Wealth Services held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q1 2026 at 260 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #133.

1 North Wealth Services first reported a position in USSG in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

1 North Wealth Services held 260 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $15.5K as of Q1 2026.
1 North Wealth Services left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q1 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #133 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 5 quarters since.
1 North Wealth Services's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $16.5K in Q4 2025.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.