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Fingerlakes Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Fingerlakes Wealth 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
Q2 		$2.76M Buy
39,793
+1,494
+4% +$100K 1.49% 21
2026
Q1 		$2.29M Buy
38,299
+1,807
+5% +$114K 1.52% 21
2025
Q4 		$2.32M Buy
36,492
+1,029
+3% +$64.5K 1.47% 23
2025
Q3 		$2.18M Buy
35,463
+471
+1% +$27.8K 1.42% 23
2025
Q2 		$1.99M Buy
34,992
+309
+0.9% +$16.2K 1.49% 23
2025
Q1 		$1.75M Sell
34,683
-248
-0.7% -$13.3K 1.49% 24
2024
Q4 		$1.89M Sell
34,931
-1,186
-3% -$64.9K 1.52% 24
2024
Q3 		$1.92M Buy
36,117
+489
+1% +$25.2K 1.6% 21
2024
Q2 		$1.82M Buy
35,628
+453
+1% +$22.2K 1.63% 19
2024
Q1 		$1.74M Buy
35,175
+2,661
+8% +$124K 1.68% 19
2023
Q4 		$1.44M Sell
32,514
-2,669
-8% -$110K 1.55% 22
2023
Q3 		$1.4M Buy
35,183
+3,775
+12% +$155K 1.71% 18
2023
Q2 		$1.28M Buy
31,408
+3,412
+12% +$131K 1.46% 22
2023
Q1 		$1.05M Buy
27,996
+5,691
+26% +$207K 1.31% 27
2022
Q4 		$777K Buy
22,305
+3,407
+18% +$119K 1.07% 28
2022
Q3 		$616K Buy
18,898
+4,428
+31% +$161K 0.9% 32
2022
Q2 		$505K Buy
+14,470
New +$545K 0.69% 45

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fingerlakes Wealth Management's USSG Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 3.9% in Q2 2026, buying an estimated $100K and bringing the position to 39,793 shares worth $2.76M. The position accounts for 1.49% of the portfolio, ranked #21.

Fingerlakes Wealth Management first reported a position in USSG in Q2 2022 and has held it in 17 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Fingerlakes Wealth Management held 39,793 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $2.76M as of Q2 2026.
  • Fingerlakes Wealth Management bought 1,494 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $100K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 1.49% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Fingerlakes Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.