Aaron Wealth Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Aaron Wealth Advisors’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	$390K	Sell	5,609 -352	-6%	-$23.6K	0.02%	500
2026 Q1	$356K	Buy	5,961 +1,000	+20%	+$63.1K	0.02%	497
2025 Q4	$315K	Hold	4,961	–	–	0.02%	559
2025 Q3	$304K	Sell	4,961 -1,056	-18%	-$62.2K	0.02%	523
2025 Q2	$342K	Hold	6,017	–	–	0.04%	328
2025 Q1	$303K	Hold	6,017	–	–	0.03%	324
2024 Q4	$325K	Hold	6,017	–	–	0.04%	302
2024 Q3	$321K	Sell	6,017 -364	-6%	-$18.7K	0.04%	280
2024 Q2	$326K	Sell	6,381 -64	-1%	-$3.14K	0.05%	220
2024 Q1	$318K	Buy	6,445 +1,130	+21%	+$52.8K	0.05%	214
2023 Q4	$235K	Hold	5,315	–	–	0.04%	216
2023 Q3	$211K	Hold	5,315	–	–	0.03%	242
2023 Q2	$216K	Buy	+5,315	New	+$204K	0.03%	237
2022 Q2	–	Sell	-346,860	Closed	-$8.32M	–	815
2022 Q1	$8.32M	Buy	346,860 +338,538	+4,068%	+$13.9M	0.12%	91
2021 Q4	$369K	Buy	8,322 +2,782	+50%	+$120K	0.1%	123
2021 Q3	$220K	Buy	+5,540	New	+$226K	0.06%	149
2021 Q2	–	Hold	0	–	–	–	147

Other funds holding USSG

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

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return