GRP
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Global Retirement Partners’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Global Retirement Partners’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
2022
Q3 		– Sell
-439
Closed -$15K – 2996
2022
Q2 		$15K Hold
439
– – ﹤0.01% 1473
2022
Q1 		$16K Buy
+439
New +$18K ﹤0.01% 1448

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 $2.2B AUM 1.53% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Global Retirement Partners's USSG Position: Q3 2022 in Review

Global Retirement Partners sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2022, closing a stake of 439 shares — an estimated $15K sold.

Global Retirement Partners first reported a position in USSG in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 53 funds tracked by Wall St. Rank hold USSG as of Q3 2022.

  • Global Retirement Partners reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 439 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2022, an estimated $15K.
  • Global Retirement Partners first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2022 and held it in 2 quarters.
  • Global Retirement Partners's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $16K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.