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Patriot Financial Group Insurance Agency’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-220
Closed -$8K – 1868
2022
Q2 		$8K Buy
220
+45
+26% +$1.7K ﹤0.01% 1352
2022
Q1 		$7K Buy
175
+4
+2% +$164 ﹤0.01% 1515
2021
Q4 		$8K Sell
171
-17
-9% -$731 ﹤0.01% 1580
2021
Q3 		$7K Hold
188
– – ﹤0.01% 1612
2021
Q2 		$7K Hold
188
– – ﹤0.01% 1568
2021
Q1 		$7K Hold
188
– – ﹤0.01% 1482
2020
Q4 		$6K Buy
188
+95
+102% +$3.07K ﹤0.01% 1397
2020
Q3 		$3K Hold
93
– – ﹤0.01% 1403
2020
Q2 		$3K Sell
93
-13
-12% -$350 ﹤0.01% 1336
2020
Q1 		$3K Sell
106
-3
-3% -$84 ﹤0.01% 1254
2019
Q4 		$3K Buy
+109
New +$3.05K ﹤0.01% 1070

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 $2.2B AUM 1.53% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
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 $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USSG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2022, closing a stake of 220 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in USSG in Q4 2019 and held it in 11 quarters. The position peaked at $8K in Q2 2022. 53 funds tracked by Wall St. Rank hold USSG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 220 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2019 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $8K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.