Aaron Wealth Advisors
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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
Q3 		$400K Hold
5,609
– – 0.02% 499
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
-8,322
Closed -$347K – 815
2022
Q1 		$347K Hold
8,322
– – 0.08% 143
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Aaron Wealth Advisors's USSG Position: Q3 2026 in Review

Aaron Wealth Advisors held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q3 2026 at 5,609 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #499.

Aaron Wealth Advisors first reported a position in USSG in Q3 2021 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold USSG as of Q3 2026.

  • Aaron Wealth Advisors held 5,609 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $400K as of Q3 2026.
  • Aaron Wealth Advisors left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q3 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #499 holding.
  • Aaron Wealth Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2021 and has held it in 17 quarters since.
  • 21 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.