Envestnet Asset Management
USSG icon

Envestnet Asset Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Envestnet Asset 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 		$8.64M Buy
144,742
+5,039
+4% +$318K ﹤0.01% 1924
2025
Q4 		$8.87M Buy
139,703
+14,416
+12% +$904K ﹤0.01% 1781
2025
Q3 		$7.69M Buy
125,287
+6,818
+6% +$402K ﹤0.01% 1939
2025
Q2 		$6.74M Buy
118,469
+19,110
+19% +$1M ﹤0.01% 1999
2025
Q1 		$5M Sell
99,359
-1,650
-2% -$88.3K ﹤0.01% 2124
2024
Q4 		$5.45M Buy
101,009
+7,951
+9% +$435K ﹤0.01% 2043
2024
Q3 		$4.96M Sell
93,058
-13,484
-13% -$694K ﹤0.01% 2114
2024
Q2 		$5.44M Buy
106,542
+10,677
+11% +$524K ﹤0.01% 1970
2024
Q1 		$4.73M Buy
95,865
+27,685
+41% +$1.29M ﹤0.01% 2015
2023
Q4 		$3.02M Buy
68,180
+5,925
+10% +$245K ﹤0.01% 2215
2023
Q3 		$2.47M Buy
62,255
+5,129
+9% +$211K ﹤0.01% 2255
2023
Q2 		$2.32M Buy
57,126
+2,513
+5% +$96.7K ﹤0.01% 2189
2023
Q1 		$2.05M Buy
54,613
+4,070
+8% +$148K ﹤0.01% 2181
2022
Q4 		$1.76M Sell
50,543
-6,954
-12% -$243K ﹤0.01% 2249
2022
Q3 		$1.87M Buy
57,497
+6,610
+13% +$240K ﹤0.01% 2125
2022
Q2 		$1.78M Buy
50,887
+5,890
+13% +$222K ﹤0.01% 2180
2022
Q1 		$1.88M Sell
44,997
-581,900
-93% -$23.9M ﹤0.01% 2230
2021
Q4 		$27.8M Sell
626,897
-22,433
-3% -$965K 0.01% 698
2021
Q3 		$25.8M Buy
649,330
+28,229
+5% +$1.15M 0.01% 692
2021
Q2 		$24.5M Buy
621,101
+40,145
+7% +$1.54M 0.01% 703
2021
Q1 		$21.2M Buy
580,956
+28,222
+5% +$996K 0.01% 693
2020
Q4 		$18.8M Buy
552,734
+18,460
+3% +$597K 0.01% 643
2020
Q3 		$16.4M Buy
+534,274
New +$16.2M 0.01% 619

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management's USSG Position: Q1 2026 in Review

Envestnet Asset Management increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 3.6% in Q1 2026, buying an estimated $318K and bringing the position to 144,742 shares worth $8.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Envestnet Asset Management first reported a position in USSG in Q3 2020 and has held it in 23 quarters since. The position peaked at $27.8M in Q4 2021. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

  • Envestnet Asset Management held 144,742 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $8.64M as of Q1 2026.
  • Envestnet Asset Management bought 5,039 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $318K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1924 holding.
  • Envestnet Asset Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $27.8M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.