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

Next Financial Group’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
2021
Q4 		$15K Buy
347
+289
+498% +$12.4K ﹤0.01% 2018
2021
Q3 		$2K Hold
58
– – ﹤0.01% 2530
2021
Q2 		$2K Sell
58
-22
-28% -$845 ﹤0.01% 2458
2021
Q1 		$3K Buy
+80
New +$2.83K ﹤0.01% 2262

Other funds holding USSG

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's USSG Position: Q4 2021 in Review

Next Financial Group increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 498% in Q4 2021, buying an estimated $12.4K and bringing the position to 347 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Next Financial Group first reported a position in USSG in Q1 2021 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold USSG as of Q4 2021.

  • Next Financial Group held 347 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $15K as of Q4 2021.
  • Next Financial Group bought 289 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2021, an estimated $12.4K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2018 holding.
  • Next Financial Group first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2021 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.