Ridgecrest Wealth Partners’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Ridgecrest Wealth Partners’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	$299K	Sell	4,300 -839	-16%	-$56.3K	0.14%	79
2026 Q1	$307K	Hold	5,139	–	–	0.17%	76
2025 Q4	$326K	Hold	5,139	–	–	0.18%	75
2025 Q3	$315K	Hold	5,139	–	–	0.14%	84
2025 Q2	$292K	Buy	5,139 +750	+17%	+$39.3K	0.15%	82
2025 Q1	$221K	Buy	+4,389	New	+$235K	0.12%	103

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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 $518M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ridgecrest Wealth Partners's USSG Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 16% in Q2 2026, selling an estimated $56.3K and leaving 4,300 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #79.

Ridgecrest Wealth Partners first reported a position in USSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q4 2025. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Ridgecrest Wealth Partners held 4,300 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $299K as of Q2 2026.
Ridgecrest Wealth Partners sold 839 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $56.3K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.14% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #79 holding.
Ridgecrest Wealth Partners first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and has held it in 6 quarters since.
Ridgecrest Wealth Partners's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $326K in Q4 2025.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.