LPL Financial
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LPL Financial’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

LPL Financial’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
Q1 		$2.13M Buy
35,737
+2,976
+9% +$188K ﹤0.01% 3448
2025
Q4 		$2.08M Sell
32,761
-3,910
-11% -$245K ﹤0.01% 3377
2025
Q3 		$2.25M Buy
36,671
+1,543
+4% +$90.9K ﹤0.01% 3211
2025
Q2 		$2M Buy
35,128
+3,184
+10% +$167K ﹤0.01% 3119
2025
Q1 		$1.61M Buy
31,944
+878
+3% +$47K ﹤0.01% 3144
2024
Q4 		$1.68M Sell
31,066
-7,513
-19% -$411K ﹤0.01% 3031
2024
Q3 		$2.06M Buy
38,579
+964
+3% +$49.6K ﹤0.01% 2713
2024
Q2 		$1.92M Buy
37,615
+5,459
+17% +$268K ﹤0.01% 2636
2024
Q1 		$1.59M Sell
32,156
-2,277
-7% -$106K ﹤0.01% 2755
2023
Q4 		$1.52M Buy
34,433
+2,852
+9% +$118K ﹤0.01% 2665
2023
Q3 		$1.25M Buy
31,581
+1,095
+4% +$45K ﹤0.01% 2709
2023
Q2 		$1.24M Sell
30,486
-629
-2% -$24.2K ﹤0.01% 2671
2023
Q1 		$1.17M Sell
31,115
-18,495
-37% -$674K ﹤0.01% 2629
2022
Q4 		$1.73M Buy
49,610
+233
+0.5% +$8.14K ﹤0.01% 2177
2022
Q3 		$1.61M Sell
49,377
-283,559
-85% -$10.3M ﹤0.01% 2153
2022
Q2 		$11.6M Buy
332,936
+76,825
+30% +$2.89M 0.01% 890
2022
Q1 		$10.7M Buy
256,111
+70,578
+38% +$2.9M 0.01% 952
2021
Q4 		$8.23M Buy
185,533
+114,629
+162% +$4.93M 0.01% 1142
2021
Q3 		$2.82M Buy
70,904
+60,975
+614% +$2.49M ﹤0.01% 1792
2021
Q2 		$392K Buy
+9,929
New +$381K ﹤0.01% 3370

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return