Wealth Enhancement Advisory Services
USSG icon

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

Wealth Enhancement Advisory Services’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 		$703K Sell
10,050
-1,121
-10% -$75.2K ﹤0.01% 2374
2026
Q1 		$672K Buy
11,171
+382
+4% +$24.1K ﹤0.01% 2100
2025
Q4 		$696K Sell
10,789
-247
-2% -$15.5K ﹤0.01% 2225
2025
Q3 		$682K Sell
11,036
-232
-2% -$13.7K ﹤0.01% 2122
2025
Q2 		$647K Buy
+11,268
New +$590K ﹤0.01% 2026
2025
Q1 		– Sell
-3,963
Closed -$214K – 3169
2024
Q4 		$214K Sell
3,963
-209
-5% -$11.4K ﹤0.01% 2642
2024
Q3 		$222K Buy
+4,172
New +$215K ﹤0.01% 2386
2024
Q2 		– Sell
-4,570
Closed -$226K – 2706
2024
Q1 		$226K Hold
4,570
– – ﹤0.01% 2116
2023
Q4 		$202K Buy
+4,570
New +$189K ﹤0.01% 2085

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's USSG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 10% in Q2 2026, selling an estimated $75.2K and leaving 10,050 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Wealth Enhancement Advisory Services first reported a position in USSG in Q4 2023 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,050 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $703K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,121 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $75.2K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2374 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and has held it in 9 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.