AF
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Advisornet Financial’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Advisornet Financial’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 		– Sell
-740
Closed -$47K – 2371
2025
Q4 		$47K Buy
740
+3
+0.4% +$188 ﹤0.01% 1071
2025
Q3 		$45.2K Buy
737
+1
+0.1% +$59 ﹤0.01% 1058
2025
Q2 		$41.8K Buy
736
+3
+0.4% +$157 ﹤0.01% 1055
2025
Q1 		$36.9K Buy
733
+1
+0.1% +$54 ﹤0.01% 1014
2024
Q4 		$39.5K Buy
732
+3
+0.4% +$164 ﹤0.01% 949
2024
Q3 		$38.8K Buy
729
+2
+0.3% +$103 ﹤0.01% 981
2024
Q2 		$37.1K Buy
727
+2
+0.3% +$98 ﹤0.01% 915
2024
Q1 		$35.8K Buy
725
+2
+0.3% +$93 ﹤0.01% 911
2023
Q4 		$32K Buy
723
+4
+0.6% +$166 ﹤0.01% 950
2023
Q3 		$28.5K Buy
+719
New +$29.5K ﹤0.01% 938
2022
Q2 		– Sell
-2,617
Closed -$109K – 2148
2022
Q1 		$109K Buy
2,617
+627
+32% +$25.8K 0.01% 727
2021
Q4 		$88K Buy
1,990
+465
+30% +$20K 0.01% 852
2021
Q3 		$61K Buy
+1,525
New +$62.3K ﹤0.01% 939

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return