Summit Financial’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Summit Financial’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 Q2	$331K	Buy	+4,769	New	+$320K	﹤0.01%	1270

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Summit Financial's USSG Position: Q2 2026 in Review

Summit Financial opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 4,769 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Summit Financial held 4,769 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $331K as of Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF was a new Summit Financial position in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1270 holding.
84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.