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

Veridan 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
2026 Q1	$339K	Sell	5,685 -148	-3%	-$9.33K	0.13%	67
2025 Q4	$370K	Sell	5,833 -79	-1%	-$4.95K	0.12%	63
2025 Q3	$363K	Buy	+5,912	New	+$348K	0.12%	63
2025 Q1	$308K	Sell	6,122 -1,355	-18%	-$72.5K	0.14%	64
2024 Q4	$407K	Buy	+7,477	New	+$409K	0.19%	58
2024 Q2	$336K	Buy	+5,909	New	+$290K	0.13%	66

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

Veridan Wealth's USSG Position: Q1 2026 in Review

Veridan Wealth reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 2.5% in Q1 2026, selling an estimated $9.33K and leaving 5,685 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #67.

Veridan Wealth first reported a position in USSG in Q2 2024 and has held it in 6 quarters since. The position peaked at $407K in Q4 2024. 76 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Veridan Wealth held 5,685 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $339K as of Q1 2026.
Veridan Wealth sold 148 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $9.33K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.13% of Veridan Wealth's portfolio in Q1 2026, its #67 holding.
Veridan Wealth first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $407K in Q4 2024.
76 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.