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Atria Wealth Solutions’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-12,028
Closed -$594K – 2069
2024
Q1 		$594K Buy
12,028
+199
+2% +$9.29K 0.01% 1182
2023
Q4 		$523K Sell
11,829
-15,880
-57% -$657K 0.01% 1184
2023
Q3 		$1.1M Buy
+27,709
New +$1.14M 0.02% 769

Other funds holding USSG

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atria Wealth Solutions's USSG Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2024, closing a stake of 12,028 shares — an estimated $594K sold.

Atria Wealth Solutions first reported a position in USSG in Q3 2023 and held it in 3 quarters. The position peaked at $1.1M in Q3 2023. 73 funds tracked by Wall St. Rank hold USSG as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,028 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2024, an estimated $594K.
  • Atria Wealth Solutions first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.1M in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.