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AE Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

AE Wealth 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
2025
Q2 		– Sell
-339
Closed -$17.1K – 2267
2025
Q1 		$17.1K Hold
339
– – ﹤0.01% 1774
2024
Q4 		$18.3K Buy
+339
New +$18.6K ﹤0.01% 1750

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

AE Wealth Management's USSG Position: Q2 2025 in Review

AE Wealth Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2025, closing a stake of 339 shares — an estimated $17.1K sold.

AE Wealth Management first reported a position in USSG in Q4 2024 and held it in 2 quarters. The position peaked at $18.3K in Q4 2024. 77 funds tracked by Wall St. Rank hold USSG as of Q2 2025.

  • AE Wealth Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 339 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2025, an estimated $17.1K.
  • AE Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $18.3K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.