Perigon Wealth Management
USSG icon

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
Q3 		$289K Sell
4,052
-4,386
-52% -$310K ﹤0.01% 1165
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% -$1.46K 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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
GAM Holding
GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return
Wealth Advisory Team
Wealth Advisory Team Bellevue, Kentucky $122M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fingerlakes Wealth Management
Fingerlakes Wealth Management Ithaca, New York $187M AUM 21.57% 1-Year Est. Return

Perigon Wealth Management's USSG Position: Q3 2026 in Review

Perigon Wealth Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 52% in Q3 2026, selling an estimated $310K and leaving 4,052 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Perigon Wealth Management first reported a position in USSG in Q4 2024 and has held it in 8 quarters since. The position peaked at $768K in Q4 2025. 35 funds tracked by Wall St. Rank hold USSG as of Q3 2026.

  • Perigon Wealth Management held 4,052 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $289K as of Q3 2026.
  • Perigon Wealth Management sold 4,386 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2026, an estimated $310K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1165 holding.
  • Perigon Wealth Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • Perigon Wealth Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $768K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.