Envestnet Portfolio Solutions’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Envestnet Portfolio Solutions’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	$314K	Hold	4,515	–	–	﹤0.01%	1168
2026 Q1	$269K	Hold	4,515	–	–	﹤0.01%	1156
2025 Q4	$287K	Sell	4,515 -66	-1%	-$4.14K	﹤0.01%	1302
2025 Q3	$281K	Sell	4,581 -2,035	-31%	-$120K	﹤0.01%	1279
2025 Q2	$376K	Sell	6,616 -1,287	-16%	-$67.4K	﹤0.01%	1239
2025 Q1	$398K	Buy	7,903 +770	+11%	+$41.2K	﹤0.01%	1145
2024 Q4	$385K	Buy	7,133 +1,475	+26%	+$80.7K	﹤0.01%	1365
2024 Q3	$301K	Sell	5,658 -495	-8%	-$25.5K	﹤0.01%	1447
2024 Q2	$314K	Buy	6,153 +1,528	+33%	+$75K	﹤0.01%	1356
2024 Q1	$228K	Buy	+4,625	New	+$216K	﹤0.01%	1497

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

WAT

Wealth Advisory Team Bellevue, Kentucky $123M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions's USSG Position: Q2 2026 in Review

Envestnet Portfolio Solutions held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q2 2026 at 4,515 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Envestnet Portfolio Solutions first reported a position in USSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $398K in Q1 2025. 30 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Envestnet Portfolio Solutions held 4,515 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $314K as of Q2 2026.
Envestnet Portfolio Solutions left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1168 holding.
Envestnet Portfolio Solutions first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $398K in Q1 2025.
30 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.