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

Ameliora 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
2026 Q2	$40K	Hold	576	–	–	0.01%	147
2026 Q1	$34.4K	Hold	576	–	–	0.01%	161
2025 Q4	$36.6K	Hold	576	–	–	0.01%	163
2025 Q3	$35.3K	Hold	576	–	–	0.01%	161
2025 Q2	$32.7K	Hold	576	–	–	0.01%	163
2025 Q1	$29K	Hold	576	–	–	0.01%	172
2024 Q4	$31.1K	Hold	576	–	–	0.01%	168
2024 Q3	$30.7K	Hold	576	–	–	0.01%	118
2024 Q2	$29.4K	Hold	576	–	–	0.01%	138
2024 Q1	$28.4K	Hold	576	–	–	0.01%	151
2023 Q4	$25.5K	Hold	576	–	–	0.01%	139
2023 Q3	$22.8K	Hold	576	–	–	0.01%	156
2023 Q2	$23.4K	Hold	576	–	–	0.01%	149
2023 Q1	$21.6K	Hold	576	–	–	0.01%	167
2022 Q4	$20.1K	Hold	576	–	–	0.01%	187
2022 Q3	$18K	Buy	+576	New	+$20.9K	0.01%	180

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ameliora Wealth Management's USSG Position: Q2 2026 in Review

Ameliora Wealth Management held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q2 2026 at 576 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #147.

Ameliora Wealth Management first reported a position in USSG in Q3 2022 and has held it in 16 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Ameliora Wealth Management held 576 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $40K as of Q2 2026.
Ameliora Wealth Management left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #147 holding.
Ameliora Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2022 and has held it in 16 quarters since.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.