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

Colton Groome 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
2022 Q1	–	Sell	-60,309	Closed	-$2.68M	–	135
2021 Q4	$2.68M	Sell	60,309 -20,597	-25%	-$886K	1.09%	29
2021 Q3	$3.22M	Buy	80,906 +89	+0.1%	+$3.64K	1.4%	22
2021 Q2	$3.19M	Sell	80,817 -1,084	-1%	-$41.6K	1.46%	21
2021 Q1	$2.99M	Buy	81,901 +1,408	+2%	+$49.7K	1.67%	21
2020 Q4	$2.74M	Sell	80,493 -6,098	-7%	-$197K	1.77%	19
2020 Q3	$2.66M	Buy	+86,591	New	+$2.62M	1.87%	18

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

Swiss Re Zurich, Switzerland $16.4M AUM

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Colton Groome Financial Advisors's USSG Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2022, closing a stake of 60,309 shares — an estimated $2.68M sold.

Colton Groome Financial Advisors first reported a position in USSG in Q3 2020 and held it in 6 quarters. The position peaked at $3.22M in Q3 2021. 55 funds tracked by Wall St. Rank hold USSG as of Q1 2022.

Colton Groome Financial Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 60,309 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2022, an estimated $2.68M.
Colton Groome Financial Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2020 and held it in 6 quarters.
Colton Groome Financial Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $3.22M in Q3 2021.
55 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.