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Catalyst Private Wealth’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-5,033
Closed -$154K – 272
2020
Q3 		$154K Buy
+5,033
New +$152K 0.15% 59

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 $2.21B AUM 9.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
PFM Asset Management Harrisburg, Pennsylvania $5.36B AUM 21.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Catalyst Private Wealth's USSG Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q4 2020, closing a stake of 5,033 shares — an estimated $154K sold.

Catalyst Private Wealth first reported a position in USSG in Q3 2020 and held it in 1 quarter. The position peaked at $154K in Q3 2020. 36 funds tracked by Wall St. Rank hold USSG as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 5,033 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2020, an estimated $154K.
  • Catalyst Private Wealth first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $154K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.