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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
-6,913
-51% -$339K 0.09% 92
2024
Q1 		$636K Buy
13,626
+6,397
+88% +$299K 0.09% 97
2023
Q4 		$320K Buy
+7,229
New +$299K ﹤0.01% 470

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return