IFP Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 1375 |
|
|
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
BOI
CCM
BC
