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	-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

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

Aaron Wealth Advisors's USSG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 5.9% in Q2 2026, selling an estimated $23.6K and leaving 5,609 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #500.

Aaron Wealth Advisors first reported a position in USSG in Q3 2021 and has held it in 16 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Aaron Wealth Advisors held 5,609 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $390K as of Q2 2026.
Aaron Wealth Advisors sold 352 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $23.6K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #500 holding.
Aaron Wealth Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2021 and has held it in 16 quarters since.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.