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Evergreen Private Wealth’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-220
Closed -$13.5K – 220
2025
Q3 		$13.5K Hold
220
– – 0.01% 150
2025
Q2 		$12.5K Hold
220
– – 0.01% 150
2025
Q1 		$11.1K Hold
220
– – 0.01% 151
2024
Q4 		$11.9K Hold
220
– – 0.01% 157
2024
Q3 		$11.7K Sell
220
-4
-2% -$206 0.01% 155
2024
Q2 		$11.4K Hold
224
– – 0.01% 161
2024
Q1 		$11.1K Hold
224
– – 0.01% 164
2023
Q4 		$9.91K Buy
+224
New +$9.27K 0.01% 170

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Evergreen Private Wealth's USSG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q4 2025, closing a stake of 220 shares — an estimated $13.5K sold.

Evergreen Private Wealth first reported a position in USSG in Q4 2023 and held it in 8 quarters. The position peaked at $13.5K in Q3 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 220 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2025, an estimated $13.5K.
  • Evergreen Private Wealth first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $13.5K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.