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

Bluestem 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
2026
Q1 		$256K Hold
4,285
– – 0.1% 31
2025
Q4 		$272K Hold
4,285
– – 0.11% 30
2025
Q3 		$263K Sell
4,285
-1,343
-24% -$79.1K 0.1% 29
2025
Q2 		$320K Buy
+5,628
New +$295K 0.14% 27

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bluestem Financial Advisors's USSG Position: Q1 2026 in Review

Bluestem Financial Advisors held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q1 2026 at 4,285 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #31.

Bluestem Financial Advisors first reported a position in USSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $320K in Q2 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

  • Bluestem Financial Advisors held 4,285 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $256K as of Q1 2026.
  • Bluestem Financial Advisors left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q1 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.1% of Bluestem Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • Bluestem Financial Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Bluestem Financial Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $320K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Bluestem Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.