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

Perigon 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	$586K	Sell	8,438 -535	-6%	-$35.9K	0.01%	810
2026 Q1	$536K	Sell	8,973 -3,118	-26%	-$197K	0.01%	769
2025 Q4	$768K	Buy	12,091 +4,378	+57%	+$274K	0.01%	625
2025 Q3	$473K	Sell	7,713 -1,331	-15%	-$78.4K	0.01%	764
2025 Q2	$514K	Sell	9,044 -28	-0.3%	-$1.47K	0.01%	663
2025 Q1	$457K	Buy	9,072 +1,424	+19%	+$76.2K	0.01%	664
2024 Q4	$418K	Buy	+7,648	New	+$419K	0.01%	694

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Perigon Wealth Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 6% in Q2 2026, selling an estimated $35.9K and leaving 8,438 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #810.

Perigon Wealth Management first reported a position in USSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $768K in Q4 2025. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Perigon Wealth Management held 8,438 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $586K as of Q2 2026.
Perigon Wealth Management sold 535 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $35.9K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #810 holding.
Perigon Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 7 quarters since.
Perigon Wealth Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $768K in Q4 2025.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.