Financial Engines Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Financial Engines Advisors’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	$7.51M	Buy	125,857 +5,367	+4%	+$338K	0.02%	114
2025 Q4	$7.65M	Buy	120,490 +5,485	+5%	+$344K	0.01%	117
2025 Q3	$7.05M	Buy	115,005 +382	+0.3%	+$22.5K	0.01%	122
2025 Q2	$6.52M	Sell	114,623 -11,238	-9%	-$588K	0.01%	120
2025 Q1	$6.34M	Buy	125,861 +3,460	+3%	+$185K	0.01%	117
2024 Q4	$6.61M	Sell	122,401 -4,907	-4%	-$269K	0.01%	119
2024 Q3	$6.78M	Sell	127,308 -5,628	-4%	-$290K	0.01%	103
2024 Q2	$6.79M	Buy	132,936 +3,537	+3%	+$174K	0.02%	99
2024 Q1	$6.39M	Buy	129,399 +12,995	+11%	+$607K	0.01%	99
2023 Q4	$5.15M	Buy	116,404 +12,740	+12%	+$527K	0.01%	100
2023 Q3	$4.11M	Buy	103,664 +7,895	+8%	+$324K	0.01%	91
2023 Q2	$3.89M	Buy	95,769 +12,805	+15%	+$493K	0.01%	94
2023 Q1	$3.12M	Buy	82,964 +32,697	+65%	+$1.19M	0.01%	109
2022 Q4	$1.75M	Buy	50,267 +7,850	+19%	+$274K	0.01%	136
2022 Q3	$1.38M	Buy	42,417 +7,245	+21%	+$263K	﹤0.01%	133
2022 Q2	$1.23M	Buy	35,172 +4,186	+14%	+$158K	﹤0.01%	141
2022 Q1	$1.29M	Buy	30,986 +25,223	+438%	+$1.04M	﹤0.01%	142
2021 Q4	$256K	Buy	+5,763	New	+$248K	﹤0.01%	246

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Financial Engines Advisors's USSG Position: Q1 2026 in Review

Financial Engines Advisors increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 4.5% in Q1 2026, buying an estimated $338K and bringing the position to 125,857 shares worth $7.51M. The position accounts for 0.02% of the portfolio, ranked #114.

Financial Engines Advisors first reported a position in USSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.65M in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Financial Engines Advisors held 125,857 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $7.51M as of Q1 2026.
Financial Engines Advisors bought 5,367 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $338K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.02% of Financial Engines Advisors's portfolio in Q1 2026, its #114 holding.
Financial Engines Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2021 and has held it in 18 quarters since.
Financial Engines Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $7.65M in Q4 2025.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.