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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$514K	Sell	9,044 -28	-0.3%	-$1.59K	0.01%	663
2025 Q1	$457K	Buy	9,072 +1,424	+19%	+$71.7K	0.01%	664
2024 Q4	$418K	Buy	+7,648	New	+$418K	0.01%	692