AF
EASG icon

Allworth Financial’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

Allworth Financial’s Portfolio EASG Stock Details EASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-261
Closed -$8.15K – 3711
2024
Q1 		$8.15K Buy
+261
New +$7.83K ﹤0.01% 2194

Other funds holding EASG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $455M AUM 21.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Allworth Financial's EASG Position: Q2 2024 in Review

Allworth Financial sold out of Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) in Q2 2024, closing a stake of 261 shares — an estimated $8.15K sold.

Allworth Financial first reported a position in EASG in Q1 2024 and held it in 1 quarter. The position peaked at $8.15K in Q1 2024. 20 funds tracked by Wall St. Rank hold EASG as of Q2 2024.

  • Allworth Financial reported no remaining Xtrackers MSCI EAFE ESG Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 261 Xtrackers MSCI EAFE ESG Leaders Equity ETF shares in Q2 2024, an estimated $8.15K.
  • Allworth Financial first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Xtrackers MSCI EAFE ESG Leaders Equity ETF position peaked at $8.15K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.