Steward Partners Investment Advisory’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Steward Partners Investment 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
2026 Q1	$1.41M	Buy	23,607 +251	+1%	+$15.8K	0.01%	994
2025 Q4	$1.48M	Sell	23,356 -4,592	-16%	-$288K	0.01%	903
2025 Q3	$1.71M	Buy	27,948 +630	+2%	+$37.1K	0.01%	830
2025 Q2	$1.55M	Buy	27,318 +5,737	+27%	+$300K	0.01%	810
2025 Q1	$1.09M	Hold	21,581	–	–	0.01%	889
2024 Q4	$1.16M	Hold	21,581	–	–	0.01%	820
2024 Q3	$1.15M	Buy	21,581 +95	+0.4%	+$4.89K	0.01%	812
2024 Q2	$1.1M	Hold	21,486	–	–	0.01%	778
2024 Q1	$1.06M	Hold	21,486	–	–	0.01%	769
2023 Q4	$951K	Sell	21,486 -6,487	-23%	-$269K	0.01%	750
2023 Q3	$1.11M	Sell	27,973 -6,700	-19%	-$275K	0.02%	641
2023 Q2	$1.41M	Hold	34,673	–	–	0.02%	580
2023 Q1	$1.3M	Hold	34,673	–	–	0.02%	603
2022 Q4	$1.21M	Buy	34,673 +2,489	+8%	+$86.9K	0.02%	599
2022 Q3	$1.05M	Hold	32,184	–	–	0.02%	611
2022 Q2	$1.12M	Hold	32,184	–	–	0.02%	598
2022 Q1	$1.34M	Buy	32,184 +622	+2%	+$25.6K	0.02%	596
2021 Q4	$1.4M	Sell	31,562 -2,286	-7%	-$98.3K	0.02%	599
2021 Q3	$1.35M	Hold	33,848	–	–	0.02%	567
2021 Q2	$1.34M	Hold	33,848	–	–	0.02%	572
2021 Q1	$1.23M	Sell	33,848 -559	-2%	-$19.7K	0.02%	574
2020 Q4	$1.17M	Buy	34,407 +12,000	+54%	+$388K	0.03%	514
2020 Q3	$688K	Sell	22,407 -4,950	-18%	-$150K	0.02%	581
2020 Q2	$776K	Hold	27,357	–	–	0.02%	521
2020 Q1	$650K	Buy	27,357 +6,400	+31%	+$179K	0.02%	495
2019 Q4	$612K	Buy	20,957 +85	+0.4%	+$2.38K	0.02%	576
2019 Q3	$565K	Buy	20,872 +8,622	+70%	+$231K	0.02%	549
2019 Q2	$324K	Buy	+12,250	New	+$319K	0.01%	671

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

Steward Partners Investment Advisory's USSG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 1.1% in Q1 2026, buying an estimated $15.8K and bringing the position to 23,607 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #994.

Steward Partners Investment Advisory first reported a position in USSG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q3 2025. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Steward Partners Investment Advisory held 23,607 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $1.41M as of Q1 2026.
Steward Partners Investment Advisory bought 251 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $15.8K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #994 holding.
Steward Partners Investment Advisory first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.71M in Q3 2025.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.