RJFSA
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Raymond James Financial Services Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Raymond James Financial Services Advisors’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 		$231K Buy
+4,334
New +$223K ﹤0.01% 3103
2022
Q4 		– Sell
-190,600
Closed -$6.21M – 3387
2022
Q3 		$6.21M Buy
190,600
+88
+0% +$3.19K 0.01% 823
2022
Q2 		$6.65M Buy
190,512
+290
+0.2% +$10.9K 0.01% 797
2022
Q1 		$7.93M Buy
190,222
+3,132
+2% +$129K 0.02% 785
2021
Q4 		$8.3M Buy
+187,090
New +$8.05M 0.02% 763

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