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New York Life Investment Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

New York Life Investment 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
2023
Q2 		– Sell
-17,247
Closed -$648K – 1351
2023
Q1 		$648K Buy
17,247
+10,392
+152% +$379K 0.01% 634
2022
Q4 		$239K Buy
+6,855
New +$239K ﹤0.01% 1160

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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 $91.6B AUM 29.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

New York Life Investment Management's USSG Position: Q2 2023 in Review

New York Life Investment Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2023, closing a stake of 17,247 shares — an estimated $648K sold.

New York Life Investment Management first reported a position in USSG in Q4 2022 and held it in 2 quarters. The position peaked at $648K in Q1 2023. 53 funds tracked by Wall St. Rank hold USSG as of Q2 2023.

  • New York Life Investment Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q2 2023 after selling out during the quarter.
  • New York Life Investment Management sold 17,247 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2023, an estimated $648K.
  • New York Life Investment Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2022 and held it in 2 quarters.
  • New York Life Investment Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $648K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.