Andrew Hill Investment Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Andrew Hill Investment Advisors’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	-5,673	Closed	-$286K	–	59
2025 Q1	$286K	Sell	5,673 -392	-6%	-$21K	0.28%	39
2024 Q4	$327K	Sell	6,065 -1,038	-15%	-$56.8K	0.24%	45
2024 Q3	$378K	Sell	7,103 -41	-0.6%	-$2.11K	0.28%	44
2024 Q2	$365K	Buy	7,144 +376	+6%	+$18.5K	0.3%	41
2024 Q1	$334K	Sell	6,768 -89	-1%	-$4.16K	0.3%	43
2023 Q4	$303K	Buy	+6,857	New	+$284K	0.32%	43
2022 Q1	–	Sell	-207	Closed	-$9K	–	201
2021 Q4	$9K	Buy	+207	New	+$8.9K	0.01%	167

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Andrew Hill Investment Advisors's USSG Position: Q2 2025 in Review

Andrew Hill Investment Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2025, closing a stake of 5,673 shares — an estimated $286K sold.

Andrew Hill Investment Advisors first reported a position in USSG in Q4 2021 and held it in 7 quarters. The position peaked at $378K in Q3 2024. 77 funds tracked by Wall St. Rank hold USSG as of Q2 2025.

Andrew Hill Investment Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2025 after selling out during the quarter.
Andrew Hill Investment Advisors sold 5,673 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2025, an estimated $286K.
Andrew Hill Investment Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2021 and held it in 7 quarters.
Andrew Hill Investment Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $378K in Q3 2024.
77 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2025.

Based on Andrew Hill Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.