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

Financial Gravity Companies’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
2025
Q2 		$171K Buy
+3,167
New +$155K 0.03% 172
2024
Q4 		$171K Sell
3,433
-242
-7% -$12.3K 0.04% 149
2024
Q3 		$180K Buy
+3,675
New +$173K 0.05% 97

Other funds holding USXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2025: 3,167 shares worth $171K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USXF as recently as Q4 2024.

Financial Gravity Companies first reported a position in USXF in Q3 2024 and has held it in 3 quarters since. The position peaked at $180K in Q3 2024. 266 funds tracked by Wall St. Rank hold USXF as of Q2 2025.

  • Financial Gravity Companies held 3,167 shares of iShares ESG Advanced MSCI USA ETF worth $171K as of Q2 2025.
  • iShares ESG Advanced MSCI USA ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Advanced MSCI USA ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #172 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares ESG Advanced MSCI USA ETF position peaked at $180K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2025.

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