FWM
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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
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 $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return