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RPg Family Wealth Advisory’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

RPg Family Wealth Advisory’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
-91,097
Closed -$4.92M – 111
2024
Q4 		$4.92M Sell
91,097
-59,338
-39% -$3.25M 1.74% 22
2024
Q3 		$8.01M Buy
150,435
+1,204
+0.8% +$62K 2.59% 13
2024
Q2 		$7.63M Buy
149,231
+625
+0.4% +$30.7K 2.51% 9
2024
Q1 		$7.34M Buy
148,606
+6,740
+5% +$315K 2.32% 12
2023
Q4 		$6.28M Buy
141,866
+18
+0% +$745 2.32% 12
2023
Q3 		$5.63M Buy
141,848
+10,953
+8% +$450K 2.31% 11
2023
Q2 		$5.32M Sell
130,895
-567
-0.4% -$21.8K 2.13% 14
2023
Q1 		$4.94M Buy
131,462
+11,413
+10% +$416K 2.71% 11
2022
Q4 		$4.18M Buy
120,049
+1,771
+1% +$61.8K 2.87% 10
2022
Q3 		$4.25M Sell
118,278
-185
-0.2% -$6.71K 2.23% 13
2022
Q2 		$4.15M Sell
118,463
-5,828
-5% -$220K 2.48% 13
2022
Q1 		$5.18M Buy
124,291
+575
+0.5% +$23.6K 2.21% 17
2021
Q4 		$5.49M Buy
123,716
+727
+0.6% +$31.3K 2.17% 14
2021
Q3 		$4.89M Buy
122,989
+1,013
+0.8% +$41.4K 2.06% 16
2021
Q2 		$4.84M Buy
+121,976
New +$4.69M 1.96% 17
2020
Q4 		$3.75M Sell
110,021
-144
-0.1% -$4.66K 1.77% 17
2020
Q3 		$3.38M Buy
110,165
+10,795
+11% +$326K 1.77% 14
2020
Q2 		$2.83M Buy
99,370
+403
+0.4% +$10.9K 1.73% 11
2020
Q1 		$2.35M Buy
+98,967
New +$2.77M 1.83% 16

Other funds holding USSG

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
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 $187B AUM 18.48% 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 $54.7B AUM 26.51% 1-Year Est. Return

RPg Family Wealth Advisory's USSG Position: Q1 2025 in Review

RPg Family Wealth Advisory sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 91,097 shares — an estimated $4.92M sold.

RPg Family Wealth Advisory first reported a position in USSG in Q1 2020 and held it in 19 quarters. The position peaked at $8.01M in Q3 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • RPg Family Wealth Advisory reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 91,097 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $4.92M.
  • RPg Family Wealth Advisory first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2020 and held it in 19 quarters.
  • RPg Family Wealth Advisory's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $8.01M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2025, filed 14 May 2025.