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

Allworth 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 		$611K Sell
10,234
-646
-6% -$40.7K ﹤0.01% 871
2025
Q4 		$691K Buy
10,880
+7,148
+192% +$448K ﹤0.01% 810
2025
Q3 		$229K Hold
3,732
– – ﹤0.01% 1240
2025
Q2 		$212K Buy
3,732
+304
+9% +$15.9K ﹤0.01% 1153
2025
Q1 		$169K Sell
3,428
-366
-10% -$19.6K ﹤0.01% 1003
2024
Q4 		$213K Buy
3,794
+2,187
+136% +$120K ﹤0.01% 926
2024
Q3 		$85.6K Sell
1,607
-8
-0.5% -$412 ﹤0.01% 1158
2024
Q2 		$82.8K Buy
1,615
+9
+0.6% +$442 ﹤0.01% 1149
2024
Q1 		$79.3K Hold
1,606
– – ﹤0.01% 1103
2023
Q4 		$71.1K Sell
1,606
-2,102
-57% -$87K ﹤0.01% 1061
2023
Q3 		$147K Hold
3,708
– – ﹤0.01% 759
2023
Q2 		$151K Buy
3,708
+24
+0.7% +$923 ﹤0.01% 762
2023
Q1 		$138K Sell
3,684
-7,095
-66% -$259K ﹤0.01% 750
2022
Q4 		$376K Buy
10,779
+1,655
+18% +$57.8K ﹤0.01% 513
2022
Q3 		$297K Buy
9,124
+8,096
+788% +$294K ﹤0.01% 516
2022
Q2 		$36K Buy
+1,028
New +$38.7K ﹤0.01% 1015

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