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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 $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $479M AUM 25.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return