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Retirement Capital Strategies’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Retirement Capital Strategies’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
Q1 		– Sell
-20,428
Closed -$1.1M – 89
2024
Q4 		$1.1M Buy
20,428
+4,660
+30% +$255K 0.42% 36
2024
Q3 		$840K Sell
15,768
-6,381
-29% -$328K 0.33% 41
2024
Q2 		$1.13M Buy
22,149
+17
+0.1% +$835 0.45% 38
2024
Q1 		$1.09M Buy
22,132
+6,401
+41% +$299K 0.45% 39
2023
Q4 		$696K Sell
15,731
-412
-3% -$17.1K 0.3% 45
2023
Q3 		$640K Buy
+16,143
New +$663K 0.3% 37

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Retirement Capital Strategies's USSG Position: Q1 2025 in Review

Retirement Capital Strategies sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 20,428 shares — an estimated $1.1M sold.

Retirement Capital Strategies first reported a position in USSG in Q3 2023 and held it in 6 quarters. The position peaked at $1.13M in Q2 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • Retirement Capital Strategies reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 20,428 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $1.1M.
  • Retirement Capital Strategies first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2023 and held it in 6 quarters.
  • Retirement Capital Strategies's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.13M in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.