Advyzon Investment Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Advyzon Investment Management’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	$521K	Sell	8,734 -58	-0.7%	-$3.66K	0.05%	382
2025 Q4	$558K	Buy	8,792 +4,304	+96%	+$270K	0.06%	294
2025 Q3	$275K	Sell	4,488 -31	-0.7%	-$1.83K	0.05%	344
2025 Q2	$257K	Buy	4,519 +270	+6%	+$14.1K	0.06%	307
2025 Q1	$214K	Buy	4,249 +43	+1%	+$2.3K	0.08%	240
2024 Q4	$227K	Buy	+4,206	New	+$230K	0.09%	206

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

Advyzon Investment Management's USSG Position: Q1 2026 in Review

Advyzon Investment Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 0.66% in Q1 2026, selling an estimated $3.66K and leaving 8,734 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #382.

Advyzon Investment Management first reported a position in USSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $558K in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Advyzon Investment Management held 8,734 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $521K as of Q1 2026.
Advyzon Investment Management sold 58 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $3.66K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #382 holding.
Advyzon Investment Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $558K in Q4 2025.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.