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SVB Wealth’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-18,491
Closed -$998K – 1787
2024
Q4 		$998K Buy
+18,491
New +$1.01M 0.02% 322
2024
Q3 		– Sell
-18,491
Closed -$945K – 585
2024
Q2 		$945K Sell
18,491
-14,311
-44% -$703K 0.02% 334
2024
Q1 		$1.62M Buy
32,802
+28,212
+615% +$1.32M 0.04% 270
2023
Q4 		$203K Sell
4,590
-4,000
-47% -$166K ﹤0.01% 769
2023
Q3 		$341K Sell
8,590
-2,890
-25% -$119K 0.01% 576
2023
Q2 		$467K Sell
11,480
-3,843
-25% -$148K 0.01% 509
2023
Q1 		$576K Buy
15,323
+2,660
+21% +$97K 0.01% 503
2022
Q4 		$441K Sell
12,663
-1,200
-9% -$41.9K 0.01% 602
2022
Q3 		$452K Sell
13,863
-2,645
-16% -$95.9K 0.01% 556
2022
Q2 		$576K Sell
16,508
-2,880
-15% -$108K 0.01% 415
2022
Q1 		$807K Buy
19,388
+7,863
+68% +$323K 0.01% 360
2021
Q4 		$511K Buy
11,525
+3,975
+53% +$171K 0.01% 444
2021
Q3 		$300K Buy
7,550
+1,615
+27% +$66K ﹤0.01% 788
2021
Q2 		$235K Buy
+5,935
New +$228K ﹤0.01% 847

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SVB Wealth's USSG Position: Q1 2025 in Review

SVB Wealth sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 18,491 shares — an estimated $998K sold.

SVB Wealth first reported a position in USSG in Q2 2021 and held it in 14 quarters. The position peaked at $1.62M in Q1 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • SVB Wealth reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 18,491 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $998K.
  • SVB Wealth first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2021 and held it in 14 quarters.
  • SVB Wealth's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.62M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.