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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
2026
Q2 		$311K Buy
+4,477
New +$300K 0.11% 63
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Retirement Capital Strategies's USSG Position: Q2 2026 in Review

Retirement Capital Strategies opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 4,477 shares worth $311K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in USSG as recently as Q4 2024.

Retirement Capital Strategies first reported a position in USSG in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2024. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Retirement Capital Strategies held 4,477 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $311K as of Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF was a new Retirement Capital Strategies position in Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.11% of Retirement Capital Strategies's portfolio in Q2 2026, its #63 holding.
  • Retirement Capital Strategies first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2023 and has held it in 7 quarters since.
  • Retirement Capital Strategies's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.13M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.