IFP Advisors
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IFP Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

IFP Advisors’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
Q3 		$83.3K Hold
1,169
– – ﹤0.01% 2082
2026
Q2 		$81.2K Sell
1,169
-1,174
-50% -$78.7K ﹤0.01% 2114
2026
Q1 		$140K Sell
2,343
-84
-3% -$5.3K ﹤0.01% 1609
2025
Q4 		$154K Buy
2,427
+55
+2% +$3.45K ﹤0.01% 1520
2025
Q3 		$146K Sell
2,372
-325
-12% -$19.2K ﹤0.01% 1448
2025
Q2 		$153K Buy
2,697
+1,328
+97% +$69.5K ﹤0.01% 1403
2025
Q1 		$69K Buy
1,369
+405
+42% +$21.7K ﹤0.01% 1735
2024
Q4 		$52K Buy
964
+1
+0.1% +$55 ﹤0.01% 1818
2024
Q3 		$51.3K Sell
963
-7
-0.7% -$360 ﹤0.01% 1722
2024
Q2 		$49.6K Buy
970
+571
+143% +$28K ﹤0.01% 1685
2024
Q1 		$19.7K Buy
399
+218
+120% +$10.2K ﹤0.01% 1977
2023
Q4 		$8K Buy
181
+1
+0.6% +$41 ﹤0.01% 2268
2023
Q3 		$7.14K Buy
180
+1
+0.6% +$41 ﹤0.01% 2392
2023
Q2 		$7.28K Buy
179
+40
+29% +$1.54K ﹤0.01% 2405
2023
Q1 		$3.45K Sell
139
-7,648
-98% -$279K ﹤0.01% 2708
2022
Q4 		$193K Sell
7,787
-75
-1% -$2.62K 0.01% 1374
2022
Q3 		$195K Buy
7,862
+30
+0.4% +$1.09K 0.01% 1418
2022
Q2 		$194K Hold
7,832
– – 0.01% 1298
2022
Q1 		$194K Buy
7,832
+3,023
+63% +$124K 0.01% 1298
2021
Q4 		$214K Buy
4,809
+4
+0.1% +$172 ﹤0.01% 919
2021
Q3 		$192K Buy
4,805
+652
+16% +$26.6K ﹤0.01% 974
2021
Q2 		$165K Hold
4,153
– – ﹤0.01% 1002
2021
Q1 		$152K Hold
4,153
– – ﹤0.01% 971
2020
Q4 		$141K Sell
4,153
-45
-1% -$1.46K 0.01% 968
2020
Q3 		$129K Hold
4,198
– – 0.01% 881
2020
Q2 		$117K Hold
4,198
– – 0.01% 863
2020
Q1 		$101K Buy
+4,198
New +$117K 0.01% 817

Other funds holding USSG

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

IFP Advisors's USSG Position: Q3 2026 in Review

IFP Advisors held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q3 2026 at 1,169 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

IFP Advisors first reported a position in USSG in Q1 2020 and has held it in 27 quarters since. The position peaked at $214K in Q4 2021. 25 funds tracked by Wall St. Rank hold USSG as of Q3 2026.

  • IFP Advisors held 1,169 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $83.3K as of Q3 2026.
  • IFP Advisors left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q3 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2082 holding.
  • IFP Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • IFP Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $214K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.