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

Corient 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
2026
Q1 		$434K Sell
7,275
-8,903
-55% -$561K ﹤0.01% 2105
2025
Q4 		$1.03M Buy
16,178
+8,906
+122% +$558K ﹤0.01% 1872
2025
Q3 		$446K Sell
7,272
-10
-0.1% -$589 ﹤0.01% 1865
2025
Q2 		$414K Sell
7,282
-107
-1% -$5.6K ﹤0.01% 1803
2025
Q1 		$372K Sell
7,389
-1,062
-13% -$56.9K ﹤0.01% 1743
2024
Q4 		$456K Buy
8,451
+6
+0.1% +$328 ﹤0.01% 1675
2024
Q3 		$450K Buy
8,445
+2,052
+32% +$106K ﹤0.01% 1799
2024
Q2 		$327K Buy
6,393
+59
+0.9% +$2.9K ﹤0.01% 1856
2024
Q1 		$313K Buy
6,334
+9
+0.1% +$420 ﹤0.01% 1870
2023
Q4 		$280K Sell
6,325
-290
-4% -$12K ﹤0.01% 1897
2023
Q3 		$262K Buy
6,615
+16
+0.2% +$658 ﹤0.01% 1805
2023
Q2 		$268K Sell
6,599
-156
-2% -$6K ﹤0.01% 1748
2023
Q1 		$254K Buy
+6,755
New +$246K ﹤0.01% 1685

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return