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Kingsview Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Kingsview Wealth Management’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
Q3 		– Sell
-70,268
Closed -$3.59M – 1157
2024
Q2 		$3.59M Buy
70,268
+2,026
+3% +$99.5K 0.08% 224
2024
Q1 		$3.37M Buy
68,242
+32,106
+89% +$1.5M 0.08% 226
2023
Q4 		$1.6M Buy
+36,136
New +$1.5M 0.05% 332

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Kingsview Wealth Management's USSG Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2024, closing a stake of 70,268 shares — an estimated $3.59M sold.

Kingsview Wealth Management first reported a position in USSG in Q4 2023 and held it in 3 quarters. The position peaked at $3.59M in Q2 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 70,268 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2024, an estimated $3.59M.
  • Kingsview Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $3.59M in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.