FGAM
USXF icon

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
-8,717
-51% -$389K 0.1% 89
2024
Q1 		$725K Buy
17,137
+7,945
+86% +$337K 0.1% 90
2023
Q4 		$366K Buy
+9,192
New +$336K ﹤0.01% 466

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return