Beaumont Financial Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Beaumont Financial 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
2023 Q4	–	Sell	-5,930	Closed	-$235K	–	351
2023 Q3	$235K	Hold	5,930	–	–	0.02%	286
2023 Q2	$241K	Hold	5,930	–	–	0.02%	299
2023 Q1	$223K	Hold	5,930	–	–	0.02%	290
2022 Q4	$207K	Buy	+5,930	New	+$207K	0.02%	303
2022 Q3	–	Sell	-5,930	Closed	-$207K	–	326
2022 Q2	$207K	Hold	5,930	–	–	0.02%	290
2022 Q1	$247K	Hold	5,930	–	–	0.02%	314
2021 Q4	$263K	Hold	5,930	–	–	0.02%	298
2021 Q3	$236K	Hold	5,930	–	–	0.02%	314
2021 Q2	$234K	Hold	5,930	–	–	0.02%	339
2021 Q1	$216K	Hold	5,930	–	–	0.02%	321
2020 Q4	$202K	Buy	+5,930	New	+$192K	0.02%	321

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Beaumont Financial Advisors's USSG Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q4 2023, closing a stake of 5,930 shares — an estimated $235K sold.

Beaumont Financial Advisors first reported a position in USSG in Q4 2020 and held it in 11 quarters. The position peaked at $263K in Q4 2021. 71 funds tracked by Wall St. Rank hold USSG as of Q4 2023.

Beaumont Financial Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q4 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 5,930 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2023, an estimated $235K.
Beaumont Financial Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2020 and held it in 11 quarters.
Beaumont Financial Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $263K in Q4 2021.
71 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.