Clear Creek Financial Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Clear Creek Financial Management’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	$663K	Sell	9,550 -4,173	-30%	-$280K	0.04%	347
2026 Q1	$819K	Sell	13,723 -1,719	-11%	-$108K	0.06%	286
2025 Q4	$981K	Hold	15,442	–	–	0.08%	240
2025 Q3	$947K	Hold	15,442	–	–	0.08%	240
2025 Q2	$878K	Sell	15,442 -122	-0.8%	-$6.38K	0.08%	241
2025 Q1	$784K	Hold	15,564	–	–	0.08%	232
2024 Q4	$840K	Sell	15,564 -1,514	-9%	-$82.8K	0.09%	218
2024 Q3	$910K	Sell	17,078 -1,349	-7%	-$69.4K	0.1%	183
2024 Q2	$942K	Sell	18,427 -3,954	-18%	-$194K	0.11%	164
2024 Q1	$1.1M	Sell	22,381 -360	-2%	-$16.8K	0.14%	135
2023 Q4	$1.01M	Sell	22,741 -369	-2%	-$15.3K	0.16%	111
2023 Q3	$917K	Hold	23,110	–	–	0.16%	106
2023 Q2	$939K	Hold	23,110	–	–	0.16%	108
2023 Q1	$868K	Hold	23,110	–	–	0.16%	111
2022 Q4	$805K	Sell	23,110 -58	-0.3%	-$2.02K	0.18%	112
2022 Q3	$755K	Sell	23,168 -211	-0.9%	-$7.65K	0.17%	106
2022 Q2	$819K	Buy	23,379 +860	+4%	+$32.4K	0.17%	109
2022 Q1	$939K	Sell	22,519 -240	-1%	-$9.86K	0.15%	126
2021 Q4	$1.01M	Hold	22,759	–	–	0.15%	119
2021 Q3	$906K	Hold	22,759	–	–	0.15%	138
2021 Q2	$903K	Buy	+22,759	New	+$874K	0.14%	135
2021 Q1	–	Sell	-22,729	Closed	-$774K	–	244
2020 Q4	$774K	Buy	+22,729	New	+$735K	0.15%	142
2020 Q3	–	Sell	-24,970	Closed	-$711K	–	254
2020 Q2	$711K	Buy	+24,970	New	+$673K	0.18%	86

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

Clear Creek Financial Management's USSG Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 30% in Q2 2026, selling an estimated $280K and leaving 9,550 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #347.

Clear Creek Financial Management first reported a position in USSG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2024. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Clear Creek Financial Management held 9,550 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $663K as of Q2 2026.
Clear Creek Financial Management sold 4,173 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $280K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #347 holding.
Clear Creek Financial Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.1M in Q1 2024.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.