Financial Gravity Asset Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$172K	Buy	3,107 +19	+0.6%	+$1.1K	0.03%	177
2025 Q4	$178K	Sell	3,088 -63	-2%	-$3.63K	0.03%	135
2025 Q3	$181K	Buy	+3,151	New	+$176K	0.04%	159
2025 Q1	$154K	Buy	+3,291	New	+$163K	0.03%	174
2024 Q2	$392K	Sell	8,420 -772	-8%	-$34.5K	0.1%	89
2024 Q1	$366K	Hold	9,192	–	–	0.1%	91
2023 Q4	$366K	Buy	+9,192	New	+$336K	0.1%	92

Other funds holding USXF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Financial Gravity Asset Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 0.62% in Q1 2026, buying an estimated $1.1K and bringing the position to 3,107 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #177.

Financial Gravity Asset Management first reported a position in USXF in Q4 2023 and has held it in 7 quarters since. The position peaked at $392K in Q2 2024. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Financial Gravity Asset Management held 3,107 shares of iShares ESG Advanced MSCI USA ETF worth $172K as of Q1 2026.
Financial Gravity Asset Management bought 19 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $1.1K.
iShares ESG Advanced MSCI USA ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #177 holding.
Financial Gravity Asset Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares ESG Advanced MSCI USA ETF position peaked at $392K in Q2 2024.
270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

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