Barden Capital Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Barden Capital 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	$306K	Sell	4,404 -3,595	-45%	-$241K	0.28%	52
2026 Q1	$477K	Buy	7,999 +416	+5%	+$26.2K	0.41%	53
2025 Q4	$482K	Sell	7,583 -78	-1%	-$4.89K	0.4%	53
2025 Q3	$470K	Sell	7,661 -40	-0.5%	-$2.36K	0.39%	56
2025 Q2	$438K	Sell	7,701 -37	-0.5%	-$1.94K	0.38%	55
2025 Q1	$390K	Hold	7,738	–	–	0.35%	59
2024 Q4	$418K	Hold	7,738	–	–	0.36%	58
2024 Q3	$412K	Buy	7,738 +458	+6%	+$23.6K	0.36%	58
2024 Q2	$372K	Hold	7,280	–	–	0.35%	59
2024 Q1	$359K	Hold	7,280	–	–	0.35%	59
2023 Q4	$289K	Hold	7,280	–	–	0.24%	64
2023 Q3	$289K	Hold	7,280	–	–	0.28%	61
2023 Q2	$296K	Hold	7,280	–	–	0.33%	63
2023 Q1	$274K	Hold	7,280	–	–	0.26%	67
2022 Q4	$254K	Hold	7,280	–	–	0.26%	62
2022 Q3	$237K	Hold	7,280	–	–	0.28%	61
2022 Q2	$254K	Hold	7,280	–	–	0.28%	61
2022 Q1	$303K	Sell	7,280 -2	-0%	-$82	0.3%	60
2021 Q4	$323K	Buy	+7,282	New	+$313K	0.31%	59

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 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 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

WAT

Wealth Advisory Team Bellevue, Kentucky $123M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Barden Capital Management's USSG Position: Q2 2026 in Review

Barden Capital Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 45% in Q2 2026, selling an estimated $241K and leaving 4,404 shares worth $306K. The position accounts for 0.28% of the portfolio, ranked #52.

Barden Capital Management first reported a position in USSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q4 2025. 40 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Barden Capital Management held 4,404 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $306K as of Q2 2026.
Barden Capital Management sold 3,595 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $241K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.28% of Barden Capital Management's portfolio in Q2 2026, its #52 holding.
Barden Capital Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2021 and has held it in 19 quarters since.
Barden Capital Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $482K in Q4 2025.
40 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.