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

Wealth Advisory Team’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	$3.72M	Buy	+53,606	New	+$3.59M	3.03%	11
2025 Q4	$2.97M	Buy	+46,781	New	+$2.93M	2.63%	12
2025 Q2	$2.74M	Buy	+48,089	New	+$2.52M	2.56%	12

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Advisory Team's USSG Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 53,606 shares worth $3.72M. The stake represents 3.03% of the portfolio and ranks #11 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in USSG as recently as Q4 2025.

Wealth Advisory Team first reported a position in USSG in Q2 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Wealth Advisory Team held 53,606 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $3.72M as of Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF was a new Wealth Advisory Team position in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 3.03% of Wealth Advisory Team's portfolio in Q2 2026, its #11 holding.
Wealth Advisory Team first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2025 and has held it in 3 quarters since.
45 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.