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

Wealth Enhancement Trust 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 		$68.4K Sell
985
-123
-11% -$8.25K 0.01% 439
2026
Q1 		$66.1K Buy
1,108
+855
+338% +$53.9K 0.01% 414
2025
Q4 		$16.1K Buy
+253
New +$15.9K ﹤0.01% 534

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fifth Third Bancorp
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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 11% in Q2 2026, selling an estimated $8.25K and leaving 985 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #439.

Wealth Enhancement Trust Services first reported a position in USSG in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Wealth Enhancement Trust Services held 985 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $68.4K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 123 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $8.25K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #439 holding.
  • Wealth Enhancement Trust Services first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

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