SHJ
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Sharkey, Howes & Javer’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Sharkey, Howes & Javer’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
2022
Q4 		– Sell
-15,237
Closed -$497K – 110
2022
Q3 		$497K Buy
+15,237
New +$553K 0.11% 76

Other funds holding USSG

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sharkey, Howes & Javer's USSG Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q4 2022, closing a stake of 15,237 shares — an estimated $497K sold.

Sharkey, Howes & Javer first reported a position in USSG in Q3 2022 and held it in 1 quarter. The position peaked at $497K in Q3 2022. 56 funds tracked by Wall St. Rank hold USSG as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 15,237 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q4 2022, an estimated $497K.
  • Sharkey, Howes & Javer first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $497K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.