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

Monument Group 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
Q1 		– Sell
-5,505
Closed -$244K – 49
2023
Q4 		$244K Buy
+5,505
New +$228K 0.21% 39

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Monument Group Wealth Advisors's USSG Position: Q1 2024 in Review

Monument Group Wealth Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2024, closing a stake of 5,505 shares — an estimated $244K sold.

Monument Group Wealth Advisors first reported a position in USSG in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2024.

  • Monument Group Wealth Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 5,505 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2024, an estimated $244K.
  • Monument Group Wealth Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and held it in 1 quarter.
  • Monument Group Wealth Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $244K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2024.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.