Financial Services Advisory’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Financial Services 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
2024 Q3	–	Sell	-7,533	Closed	-$385K	–	65
2024 Q2	$385K	Sell	7,533 -295	-4%	-$14.5K	0.11%	52
2024 Q1	$386K	Sell	7,828 -543	-6%	-$25.4K	0.1%	52
2023 Q4	$370K	Buy	+8,371	New	+$347K	0.11%	53

Other funds holding USSG

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

BOI

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Financial Services Advisory's USSG Position: Q3 2024 in Review

Financial Services Advisory sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2024, closing a stake of 7,533 shares — an estimated $385K sold.

Financial Services Advisory first reported a position in USSG in Q4 2023 and held it in 3 quarters. The position peaked at $386K in Q1 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q3 2024.

Financial Services Advisory reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2024 after selling out during the quarter.
Financial Services Advisory sold 7,533 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2024, an estimated $385K.
Financial Services Advisory first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and held it in 3 quarters.
Financial Services Advisory's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $386K in Q1 2024.
75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2024.

Based on Financial Services Advisory's 13F filing for Q3 2024, filed 31 Oct 2024.