Betterment LLC’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Betterment LLC’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	$1.32M	Buy	19,070 +2,931	+18%	+$197K	﹤0.01%	311
2026 Q1	$963K	Buy	16,139 +2,002	+14%	+$126K	﹤0.01%	329
2025 Q4	$898K	Buy	14,137 +3,246	+30%	+$203K	﹤0.01%	315
2025 Q3	$668K	Buy	10,891 +653	+6%	+$38.5K	﹤0.01%	336
2025 Q2	$582K	Buy	10,238 +2,623	+34%	+$137K	﹤0.01%	333
2025 Q1	$384K	Buy	7,615 +2,557	+51%	+$137K	﹤0.01%	367
2024 Q4	$273K	Buy	+5,058	New	+$277K	﹤0.01%	402

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

Betterment LLC's USSG Position: Q2 2026 in Review

Betterment LLC increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 18% in Q2 2026, buying an estimated $197K and bringing the position to 19,070 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Betterment LLC first reported a position in USSG in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Betterment LLC held 19,070 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $1.32M as of Q2 2026.
Betterment LLC bought 2,931 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $197K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #311 holding.
Betterment LLC first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.