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Destination Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Destination Wealth 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
Q1 		$1.83M Sell
30,699
-757
-2% -$47.7K 0.05% 137
2025
Q4 		$2M Buy
31,456
+1,249
+4% +$78.3K 0.05% 131
2025
Q3 		$1.85M Sell
30,207
-72
-0.2% -$4.24K 0.05% 120
2025
Q2 		$1.72M Buy
30,279
+1,140
+4% +$59.7K 0.05% 121
2025
Q1 		$1.47M Sell
29,139
-1,953
-6% -$105K 0.05% 119
2024
Q4 		$1.68M Hold
31,092
– – 0.05% 115
2024
Q3 		$1.66M Sell
31,092
-450
-1% -$23.2K 0.05% 115
2024
Q2 		$1.61M Sell
31,542
-5,037
-14% -$247K 0.05% 110
2024
Q1 		$1.81M Sell
36,579
-6,558
-15% -$306K 0.06% 110
2023
Q4 		$1.91M Buy
43,137
+22,187
+106% +$919K 0.07% 108
2023
Q3 		$831K Sell
20,950
-134
-0.6% -$5.51K 0.03% 120
2023
Q2 		$857K Sell
21,084
-3,153
-13% -$121K 0.03% 124
2023
Q1 		$911K Sell
24,237
-12,199
-33% -$445K 0.03% 119
2022
Q4 		$1.27M Buy
36,436
+24,378
+202% +$851K 0.05% 114
2022
Q3 		$393K Sell
12,058
-40,282
-77% -$1.46M 0.02% 143
2022
Q2 		$1.83M Buy
+52,340
New +$1.97M 0.07% 110
2022
Q1 		– Sell
-10,553
Closed -$468K – 213
2021
Q4 		$468K Buy
+10,553
New +$454K 0.02% 146

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