Berger Financial Group’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Berger Financial Group’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	$214K	Buy	+3,086	New	+$207K	0.01%	456

Other funds holding USSG

BOI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Berger Financial Group's USSG Position: Q2 2026 in Review

Berger Financial Group opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 3,086 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings.

84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Berger Financial Group held 3,086 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $214K as of Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF was a new Berger Financial Group position in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #456 holding.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.