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

Modern 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
2026
Q2 		$2.38M Buy
34,206
+15,419
+82% +$1.03M 0.03% 364
2026
Q1 		$1.13M Buy
+18,787
New +$1.18M 0.02% 397

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Modern Wealth Management's USSG Position: Q2 2026 in Review

Modern Wealth Management increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 82% in Q2 2026, buying an estimated $1.03M and bringing the position to 34,206 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #364.

Modern Wealth Management first reported a position in USSG in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Modern Wealth Management held 34,206 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $2.38M as of Q2 2026.
  • Modern Wealth Management bought 15,419 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $1.03M.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Modern Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.