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

MFA Wealth 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
2024 Q2	–	Sell	-23,988	Closed	-$1.18M	–	527
2024 Q1	$1.18M	Hold	23,988	–	–	0.31%	44
2023 Q4	$1.06M	Sell	23,988 -698	-3%	-$28.9K	0.3%	43
2023 Q3	$979K	Buy	24,686 +15,138	+159%	+$622K	0.3%	42
2023 Q2	$388K	Buy	9,548 +1,025	+12%	+$39.4K	0.12%	60
2023 Q1	$320K	Buy	+8,523	New	+$311K	0.11%	63

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 $2.2B AUM 1.53% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MFA Wealth Advisors's USSG Position: Q2 2024 in Review

MFA Wealth Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2024, closing a stake of 23,988 shares — an estimated $1.18M sold.

MFA Wealth Advisors first reported a position in USSG in Q1 2023 and held it in 5 quarters. The position peaked at $1.18M in Q1 2024. 73 funds tracked by Wall St. Rank hold USSG as of Q2 2024.

MFA Wealth Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
MFA Wealth Advisors sold 23,988 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2024, an estimated $1.18M.
MFA Wealth Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2023 and held it in 5 quarters.
MFA Wealth Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.18M in Q1 2024.
73 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2024.

Based on MFA Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.