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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
2026
Q2 		$208K Buy
+2,990
New +$201K 0.03% 162
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 $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Gravity Companies's USSG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 2,990 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USSG as recently as Q2 2025.

Financial Gravity Companies first reported a position in USSG in Q3 2024 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Financial Gravity Companies held 2,990 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $208K as of Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF was a new Financial Gravity Companies position in Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #162 holding.
  • Financial Gravity Companies first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.