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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
Q2 		$614K Buy
8,835
+101
+1% +$6.77K 0.04% 411
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 $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Advyzon Investment Management's USSG Position: Q2 2026 in Review

Advyzon Investment Management increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 1.2% in Q2 2026, buying an estimated $6.77K and bringing the position to 8,835 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #411.

Advyzon Investment Management first reported a position in USSG in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Advyzon Investment Management held 8,835 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $614K as of Q2 2026.
  • Advyzon Investment Management bought 101 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $6.77K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #411 holding.
  • Advyzon Investment Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.