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

Tranquilli Financial Advisor’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
2022 Q1	–	Sell	-45,561	Closed	-$2.02M	–	96
2021 Q4	$2.02M	Sell	45,561 -14,613	-24%	-$629K	1.42%	27
2021 Q3	$2.4M	Sell	60,174 -493	-0.8%	-$20.1K	1.79%	23
2021 Q2	$2.4M	Sell	60,667 -380	-0.6%	-$14.6K	1.8%	23
2021 Q1	$2.23M	Sell	61,047 -1,767	-3%	-$62.4K	1.8%	25
2020 Q4	$2.14M	Buy	+62,814	New	+$2.03M	1.94%	22

Other funds holding USSG

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

BOI

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

Swiss Re Zurich, Switzerland $16.4M AUM

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Tranquilli Financial Advisor's USSG Position: Q1 2022 in Review

Tranquilli Financial Advisor sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2022, closing a stake of 45,561 shares — an estimated $2.02M sold.

Tranquilli Financial Advisor first reported a position in USSG in Q4 2020 and held it in 5 quarters. The position peaked at $2.4M in Q2 2021. 55 funds tracked by Wall St. Rank hold USSG as of Q1 2022.

Tranquilli Financial Advisor reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2022 after selling out during the quarter.
Tranquilli Financial Advisor sold 45,561 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2022, an estimated $2.02M.
Tranquilli Financial Advisor first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2020 and held it in 5 quarters.
Tranquilli Financial Advisor's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $2.4M in Q2 2021.
55 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2022.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2022, filed 13 May 2022.