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Founders Financial Securities’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Founders Financial Securities’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
2021
Q3 		– Sell
-23,253
Closed -$919K – 304
2021
Q2 		$919K Sell
23,253
-3,742
-14% -$144K 0.18% 119
2021
Q1 		$985K Sell
26,995
-892
-3% -$31.5K 0.23% 93
2020
Q4 		$951K Sell
27,887
-4,755
-15% -$154K 0.23% 81
2020
Q3 		$1M Buy
+32,642
New +$987K 0.32% 52

Other funds holding USSG

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAM
PFM Asset Management Harrisburg, Pennsylvania $5.36B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Founders Financial Securities's USSG Position: Q3 2021 in Review

Founders Financial Securities sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2021, closing a stake of 23,253 shares — an estimated $919K sold.

Founders Financial Securities first reported a position in USSG in Q3 2020 and held it in 4 quarters. The position peaked at $1M in Q3 2020. 53 funds tracked by Wall St. Rank hold USSG as of Q3 2021.

  • Founders Financial Securities reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Founders Financial Securities sold 23,253 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2021, an estimated $919K.
  • Founders Financial Securities first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2020 and held it in 4 quarters.
  • Founders Financial Securities's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1M in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.