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Stone House Investment Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Stone House Investment Management’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
2023
Q3 		– Sell
-1,683
Closed -$68.4K – 381
2023
Q2 		$68.4K Buy
1,683
+8
+0.5% +$308 0.02% 73
2023
Q1 		$62.9K Sell
1,675
-22,871
-93% -$834K 0.02% 81
2022
Q4 		$855K Sell
24,546
-11,183
-31% -$390K 0.3% 27
2022
Q3 		$1.17M Sell
35,729
-6,180
-15% -$224K 0.54% 20
2022
Q2 		$1.46M Sell
41,909
-8,745
-17% -$329K 0.66% 20
2022
Q1 		$2.11M Sell
50,654
-1,176
-2% -$48.3K 0.72% 20
2021
Q4 		$2.3M Sell
51,830
-3,287
-6% -$141K 0.79% 20
2021
Q3 		$2.18M Hold
55,117
– – 0.85% 20
2021
Q2 		$2.18M Sell
55,117
-18,895
-26% -$726K 0.85% 20
2021
Q1 		$2.52M Hold
74,012
– – 1.27% 20
2020
Q4 		$2.52M Sell
74,012
-3,813
-5% -$123K 1.27% 20
2020
Q3 		$2.39M Sell
77,825
-4,086
-5% -$124K 0.97% 25
2020
Q2 		$2.33M Buy
+81,911
New +$2.21M 1.17% 24

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 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

Stone House Investment Management's USSG Position: Q3 2023 in Review

Stone House Investment Management sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q3 2023, closing a stake of 1,683 shares — an estimated $68.4K sold.

Stone House Investment Management first reported a position in USSG in Q2 2020 and held it in 13 quarters. The position peaked at $2.52M in Q1 2021. 62 funds tracked by Wall St. Rank hold USSG as of Q3 2023.

  • Stone House Investment Management reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 1,683 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q3 2023, an estimated $68.4K.
  • Stone House Investment Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2020 and held it in 13 quarters.
  • Stone House Investment Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $2.52M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.