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Raleigh Capital Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Raleigh Capital 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
2023
Q4 		– Sell
-55
Closed -$2.18K – 1187
2023
Q3 		$2.18K Buy
+55
New +$2.26K ﹤0.01% 770

Other funds holding USSG

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raleigh Capital Management's USSG Position: Q4 2023 in Review

Raleigh Capital Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q4 2023, closing a stake of 55 shares — an estimated $2.18K sold.

Raleigh Capital Management first reported a position in USSG in Q3 2023 and held it in 1 quarter. The position peaked at $2.18K in Q3 2023. 71 funds tracked by Wall St. Rank hold USSG as of Q4 2023.

  • Raleigh Capital Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 55 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2023, an estimated $2.18K.
  • Raleigh Capital Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2023 and held it in 1 quarter.
  • Raleigh Capital Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $2.18K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.