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Elevation Capital Advisory’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Elevation Capital Advisory’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
Q3 		– Sell
-5,249
Closed -$299K – 77
2025
Q2 		$299K Buy
5,249
+34
+0.7% +$1.78K 0.12% 50
2025
Q1 		$263K Buy
+5,215
New +$279K 0.11% 53

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Elevation Capital Advisory's USSG Position: Q3 2025 in Review

Elevation Capital Advisory sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2025, closing a stake of 5,249 shares — an estimated $299K sold.

Elevation Capital Advisory first reported a position in USSG in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 78 funds tracked by Wall St. Rank hold USSG as of Q3 2025.

  • Elevation Capital Advisory reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 5,249 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2025, an estimated $299K.
  • Elevation Capital Advisory first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and held it in 2 quarters.
  • Elevation Capital Advisory's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $299K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2025.

Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.