Financial Gravity Asset Management’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Financial Gravity Asset Management’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 Q1	$183K	Sell	3,058 -246	-7%	-$15.5K	0.03%	172
2025 Q4	$210K	Sell	3,304 -37	-1%	-$2.32K	0.04%	125
2025 Q3	$205K	Buy	+3,341	New	+$197K	0.04%	149
2025 Q1	$160K	Buy	+3,182	New	+$170K	0.04%	169
2024 Q2	$343K	Sell	6,713 -516	-7%	-$25.3K	0.09%	92
2024 Q1	$320K	Hold	7,229	–	–	0.09%	99
2023 Q4	$320K	Buy	+7,229	New	+$299K	0.09%	98

Other funds holding USSG

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Financial Gravity Asset Management's USSG Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 7.4% in Q1 2026, selling an estimated $15.5K and leaving 3,058 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #172.

Financial Gravity Asset Management first reported a position in USSG in Q4 2023 and has held it in 7 quarters since. The position peaked at $343K in Q2 2024. 77 funds tracked by Wall St. Rank hold USSG as of Q1 2026.

Financial Gravity Asset Management held 3,058 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $183K as of Q1 2026.
Financial Gravity Asset Management sold 246 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q1 2026, an estimated $15.5K.
Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #172 holding.
Financial Gravity Asset Management first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $343K in Q2 2024.
77 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.