Capitol Family Office’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Capitol Family Office’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	$6.88K	Hold	99	–	–	0.01%	43
2026 Q1	$6.29K	Hold	99	–	–	0.01%	44
2025 Q4	$6.29K	Sell	99 -5	-5%	-$313	0.01%	44
2025 Q3	$6.38K	Hold	104	–	–	0.01%	43
2025 Q2	$5.92K	Hold	104	–	–	0.01%	45
2025 Q1	$5.24K	Buy	+104	New	+$5.57K	0.01%	47

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

WAT

Wealth Advisory Team Bellevue, Kentucky $123M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capitol Family Office's USSG Position: Q2 2026 in Review

Capitol Family Office held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q2 2026 at 99 shares worth $6.88K. The position accounts for 0.01% of the portfolio, ranked #43.

Capitol Family Office first reported a position in USSG in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Capitol Family Office held 99 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $6.88K as of Q2 2026.
Capitol Family Office left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Capitol Family Office's portfolio in Q2 2026, its #43 holding.
Capitol Family Office first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.