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Belpointe Asset Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-65
Closed -$2.27K – 3857
2022
Q4 		$2.27K Buy
+65
New +$2.27K ﹤0.01% 3220

Other funds holding USSG

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Belpointe Asset Management's USSG Position: Q1 2023 in Review

Belpointe Asset Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2023, closing a stake of 65 shares — an estimated $2.27K sold.

Belpointe Asset Management first reported a position in USSG in Q4 2022 and held it in 1 quarter. The position peaked at $2.27K in Q4 2022. 58 funds tracked by Wall St. Rank hold USSG as of Q1 2023.

  • Belpointe Asset Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 65 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2023, an estimated $2.27K.
  • Belpointe Asset Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $2.27K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.