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Raymond James & Associates’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Raymond James & Associates’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
2024
Q3 		$262K Buy
4,910
+600
+14% +$30.9K ﹤0.01% 3475
2024
Q2 		$220K Sell
4,310
-89
-2% -$4.37K ﹤0.01% 3553
2024
Q1 		$217K Buy
+4,399
New +$205K ﹤0.01% 3573

Other funds holding USSG

BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Raymond James & Associates's USSG Position: Q3 2024 in Review

Raymond James & Associates increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 14% in Q3 2024, buying an estimated $30.9K and bringing the position to 4,910 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Raymond James & Associates first reported a position in USSG in Q1 2024 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold USSG as of Q3 2024.

  • Raymond James & Associates held 4,910 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $262K as of Q3 2024.
  • Raymond James & Associates bought 600 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2024, an estimated $30.9K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3475 holding.
  • Raymond James & Associates first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.