Aries Wealth Management’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

Aries Wealth Management’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
2026 Q2	$352K	Hold	9,185	–	–	0.07%	186
2026 Q1	$323K	Hold	9,185	–	–	0.07%	181
2025 Q4	$323K	Buy	9,185 +100	+1%	+$3.52K	0.07%	183
2025 Q3	$315K	Hold	9,085	–	–	0.07%	182
2025 Q2	$306K	Hold	9,085	–	–	0.08%	180
2025 Q1	$279K	Hold	9,085	–	–	0.08%	192
2024 Q4	$267K	Hold	9,085	–	–	0.07%	191
2024 Q3	$299K	Hold	9,085	–	–	0.08%	185
2024 Q2	$282K	Hold	9,085	–	–	0.09%	163
2024 Q1	$284K	Buy	+9,085	New	+$273K	0.09%	171

Other funds holding EASG

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veridan Wealth West Linn, Oregon $294M AUM 21.39% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Aries Wealth Management's EASG Position: Q2 2026 in Review

Aries Wealth Management held its Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) position steady in Q2 2026 at 9,185 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #186.

Aries Wealth Management first reported a position in EASG in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold EASG as of Q2 2026.

Aries Wealth Management held 9,185 shares of Xtrackers MSCI EAFE ESG Leaders Equity ETF worth $352K as of Q2 2026.
Aries Wealth Management left its Xtrackers MSCI EAFE ESG Leaders Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI EAFE ESG Leaders Equity ETF made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #186 holding.
Aries Wealth Management first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q1 2024 and has held it in 10 quarters since.
18 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q2 2026.

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