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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
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 $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ridgecrest Wealth Partners's USSG Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) position steady in Q1 2026 at 5,139 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #76.

Ridgecrest Wealth Partners first reported a position in USSG in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

  • Ridgecrest Wealth Partners held 5,139 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $307K as of Q1 2026.
  • Ridgecrest Wealth Partners left its Xtrackers MSCI USA ESG Leaders Equity ETF share count unchanged in Q1 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.17% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Ridgecrest Wealth Partners first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Ridgecrest Wealth Partners's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $326K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.