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Coppell Advisory Solutions’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-148
Closed -$8.01K – 1795
2024
Q4 		$8.01K Hold
148
– – ﹤0.01% 1186
2024
Q3 		$7.86K Hold
148
– – ﹤0.01% 1146
2024
Q2 		$7.56K Buy
+148
New +$7.27K ﹤0.01% 1094

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Coppell Advisory Solutions's USSG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 148 shares — an estimated $8.01K sold.

Coppell Advisory Solutions first reported a position in USSG in Q2 2024 and held it in 3 quarters. The position peaked at $8.01K in Q4 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 148 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $8.01K.
  • Coppell Advisory Solutions first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $8.01K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.