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Cornerstone Planning Group’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Cornerstone Planning Group’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 		– Sell
-557
Closed -$37.2K – 1951
2026
Q1 		$37.2K Buy
+557
New +$35.1K 0.01% 481

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cornerstone Planning Group's USSG Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026, closing a stake of 557 shares — an estimated $37.2K sold.

Cornerstone Planning Group first reported a position in USSG in Q1 2026 and held it in 1 quarter. The position peaked at $37.2K in Q1 2026. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 557 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $37.2K.
  • Cornerstone Planning Group first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $37.2K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.