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Idaho Trust Bank’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Idaho Trust Bank’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
Q2 		– Sell
-35,175
Closed -$1.74M – 144
2024
Q1 		$1.74M Buy
+35,175
New +$1.64M 1.68% 19

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 $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Idaho Trust Bank's USSG Position: Q2 2024 in Review

Idaho Trust Bank sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2024, closing a stake of 35,175 shares — an estimated $1.74M sold.

Idaho Trust Bank first reported a position in USSG in Q1 2024 and held it in 1 quarter. The position peaked at $1.74M in Q1 2024. 73 funds tracked by Wall St. Rank hold USSG as of Q2 2024.

  • Idaho Trust Bank reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 35,175 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2024, an estimated $1.74M.
  • Idaho Trust Bank first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.74M in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.