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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
2026
Q2 		$216K Buy
+3,117
New +$202K 0.04% 157
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 $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mackenzie Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares ESG Advanced MSCI USA ETF (USXF) in Q2 2026: 3,117 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #157 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USXF as recently as Q2 2025.

Financial Gravity Companies first reported a position in USXF in Q3 2024 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

  • Financial Gravity Companies held 3,117 shares of iShares ESG Advanced MSCI USA ETF worth $216K as of Q2 2026.
  • iShares ESG Advanced MSCI USA ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares ESG Advanced MSCI USA ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2026, its #157 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

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