Financial Gravity Asset Management’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Financial Gravity Asset Management’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,359	Closed	-$194K	–	2516
2024 Q1	$194K	Hold	10,359	–	–	0.03%	197
2023 Q4	$194K	Buy	+10,359	New	+$184K	﹤0.01%	500

Financial Gravity Asset Management's ESCR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q2 2024, closing a stake of 10,359 shares — an estimated $194K sold.

Financial Gravity Asset Management first reported a position in ESCR in Q4 2023 and held it in 2 quarters. The position peaked at $194K in Q1 2024. 0 funds tracked by Wall St. Rank hold ESCR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 10,359 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q2 2024, an estimated $194K.
Financial Gravity Asset Management first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $194K in Q1 2024.
0 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.