SWM
SigFig Wealth Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Buy |
517,362
+9,976
| +2% | +$565K | 0.97% | 21 |
|
|
2025
Q1 | $25.4M | Buy |
507,386
+11,386
| +2% | +$571K | 0.92% | 21 |
|
|
2024
Q4 | $26.9M | Buy |
496,000
+24,435
| +5% | +$1.32M | 0.97% | 20 |
|
|
2024
Q3 | $25.1M | Buy |
471,565
+100,077
| +27% | +$5.32M | 0.91% | 20 |
|
|
2024
Q2 | $19M | Buy |
371,488
+32,465
| +10% | +$1.66M | 0.71% | 22 |
|
|
2024
Q1 | $16.7M | Buy |
339,023
+36,512
| +12% | +$1.8M | 0.61% | 25 |
|
|
2023
Q4 | $13.4M | Buy |
302,511
+43,798
| +17% | +$1.94M | 0.51% | 30 |
|
|
2023
Q3 | $10.3M | Buy |
258,713
+44,372
| +21% | +$1.76M | 0.41% | 34 |
|
|
2023
Q2 | $8.61M | Buy |
214,341
+38,800
| +22% | +$1.56M | 0.33% | 36 |
|
|
2023
Q1 | $6.6M | Buy |
175,541
+48,577
| +38% | +$1.83M | 0.36% | 35 |
|
|
2022
Q4 | $4.42M | Buy |
126,964
+39,161
| +45% | +$1.36M | 0.22% | 45 |
|
|
2022
Q3 | $2.9M | Buy |
87,803
+62,063
| +241% | +$2.05M | 0.15% | 52 |
|
|
2022
Q2 | $899K | Buy |
+25,740
| New | +$899K | 0.05% | 78 |
|