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Win Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Win Advisors’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
2025
Q1 		– Sell
-7,747
Closed -$418K – 85
2024
Q4 		$418K Buy
7,747
+70
+0.9% +$3.83K 0.2% 53
2024
Q3 		$409K Buy
+7,677
New +$395K 0.19% 52

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Win Advisors's USSG Position: Q1 2025 in Review

Win Advisors sold out of Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q1 2025, closing a stake of 7,747 shares — an estimated $418K sold.

Win Advisors first reported a position in USSG in Q3 2024 and held it in 2 quarters. The position peaked at $418K in Q4 2024. 75 funds tracked by Wall St. Rank hold USSG as of Q1 2025.

  • Win Advisors reported no remaining Xtrackers MSCI USA ESG Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Win Advisors sold 7,747 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2025, an estimated $418K.
  • Win Advisors first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2024 and held it in 2 quarters.
  • Win Advisors's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $418K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2025.

Based on Win Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.