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

Financial Gravity Companies’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
2025
Q2 		$181K Buy
+3,182
New +$167K 0.04% 166
2024
Q4 		$172K Hold
3,184
– – 0.04% 148
2024
Q3 		$170K Buy
+3,184
New +$164K 0.05% 100

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Financial Gravity Companies's USSG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2025: 3,182 shares worth $181K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USSG as recently as Q4 2024.

Financial Gravity Companies first reported a position in USSG in Q3 2024 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold USSG as of Q2 2025.

  • Financial Gravity Companies held 3,182 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $181K as of Q2 2025.
  • Xtrackers MSCI USA ESG Leaders Equity ETF was a new Financial Gravity Companies position in Q2 2025.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #166 holding.
  • Financial Gravity Companies first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.