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

Principal 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
2025 Q3	–	Sell	-124,993	Closed	-$7.11M	–	2343
2025 Q2	$7.11M	Sell	124,993 -55,944	-31%	-$2.93M	﹤0.01%	1423
2025 Q1	$9.11M	Sell	180,937 -22,404	-11%	-$1.2M	0.01%	1312
2024 Q4	$11M	Buy	203,341 +41,585	+26%	+$2.28M	0.01%	1244
2024 Q3	$8.62M	Buy	161,756 +14,658	+10%	+$754K	﹤0.01%	1357
2024 Q2	$7.52M	Hold	147,098	–	–	﹤0.01%	1406
2024 Q1	$7.26M	Hold	147,098	–	–	﹤0.01%	1446
2023 Q4	$6.51M	Buy	147,098 +21,673	+17%	+$897K	﹤0.01%	1472
2023 Q3	$4.97M	Buy	125,425 +45,043	+56%	+$1.85M	﹤0.01%	1538
2023 Q2	$3.27M	Buy	80,382 +6,919	+9%	+$266K	﹤0.01%	1666
2023 Q1	$2.76M	Buy	+73,463	New	+$2.68M	﹤0.01%	1704

Other funds holding USSG

BOI

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Principal Financial Group's USSG Position: Q3 2025 in Review

Principal Financial Group sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2025, closing a stake of 124,993 shares — an estimated $7.11M sold.

Principal Financial Group first reported a position in USSG in Q1 2023 and held it in 10 quarters. The position peaked at $11M in Q4 2024. 78 funds tracked by Wall St. Rank hold USSG as of Q3 2025.

Principal Financial Group reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2025 after selling out during the quarter.
Principal Financial Group sold 124,993 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2025, an estimated $7.11M.
Principal Financial Group first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2023 and held it in 10 quarters.
Principal Financial Group's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $11M in Q4 2024.
78 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.