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

Savant Capital’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	–	Sell	-4,139	Closed	-$263K	–	1578
2025 Q4	$263K	Buy	4,139 +13	+0.3%	+$815	﹤0.01%	1139
2025 Q3	$253K	Buy	4,126 +11	+0.3%	+$648	﹤0.01%	1118
2025 Q2	$234K	Buy	4,115 +13	+0.3%	+$680	﹤0.01%	1084
2025 Q1	$207K	Buy	4,102 +8	+0.2%	+$428	﹤0.01%	994
2024 Q4	$221K	Buy	4,094 +15	+0.4%	+$821	﹤0.01%	1276
2024 Q3	$217K	Buy	4,079 +12	+0.3%	+$617	﹤0.01%	1245
2024 Q2	$208K	Buy	4,067 +13	+0.3%	+$638	﹤0.01%	1124
2024 Q1	$200K	Buy	+4,054	New	+$189K	﹤0.01%	1042

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Savant Capital's USSG Position: Q1 2026 in Review

Savant Capital sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2026, closing a stake of 4,139 shares — an estimated $263K sold.

Savant Capital first reported a position in USSG in Q1 2024 and held it in 8 quarters. The position peaked at $263K in Q4 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Savant Capital reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2026 after selling out during the quarter.
Savant Capital sold 4,139 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $263K.
Savant Capital first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2024 and held it in 8 quarters.
Savant Capital's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $263K in Q4 2025.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.