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Perennial Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Perennial Investment Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Buy
15,993
+168
+1% +$24.9K 0.18% 103
2025
Q4 		$2.36M Buy
15,825
+90
+0.6% +$13.3K 0.19% 101
2025
Q3 		$2.29M Sell
15,735
-209
-1% -$29.3K 0.19% 100
2025
Q2 		$2.16M Buy
15,944
+5
+0% +$624 0.21% 96
2025
Q1 		$1.94M Sell
15,939
-129
-0.8% -$16.6K 0.22% 86
2024
Q4 		$2.07M Buy
16,068
+670
+4% +$86.8K 0.24% 78
2024
Q3 		$1.94M Buy
15,398
+37
+0.2% +$4.49K 0.25% 70
2024
Q2 		$1.83M Sell
15,361
-1,115
-7% -$128K 0.26% 69
2024
Q1 		$1.89M Sell
16,476
-1,462
-8% -$160K 0.29% 67
2023
Q4 		$1.88M Sell
17,938
-15,224
-46% -$1.49M 0.31% 64
2023
Q3 		$3.11M Sell
33,162
-1,818
-5% -$178K 0.56% 43
2023
Q2 		$3.41M Buy
34,980
+463
+1% +$42.8K 0.6% 37
2023
Q1 		$3.12M Sell
34,517
-4,945
-13% -$437K 0.58% 40
2022
Q4 		$3.34M Sell
39,462
-214
-0.5% -$18.3K 1.36% 14
2022
Q3 		$3.15M Buy
39,676
+112
+0.3% +$9.92K 1.43% 12
2022
Q2 		$3.32M Sell
39,564
-1,194
-3% -$109K 1.3% 16
2022
Q1 		$4.13M Buy
40,758
+11,756
+41% +$1.18M 1.31% 15
2021
Q4 		$3.13M Sell
29,002
-11,073
-28% -$1.16M 0.98% 17
2021
Q3 		$3.94M Buy
40,075
+2,761
+7% +$280K 1.39% 12
2021
Q2 		$3.67M Buy
37,314
+253
+0.7% +$24.2K 1.34% 11
2021
Q1 		$3.37M Buy
37,061
+5,255
+17% +$467K 1.33% 12
2020
Q4 		$2.74M Buy
31,806
+2,741
+9% +$223K 1.17% 15
2020
Q3 		$2.21M Buy
29,065
+3,386
+13% +$255K 1.11% 19
2020
Q2 		$1.8M Buy
+25,679
New +$1.69M 1.22% 21

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perennial Investment Advisors's ESGU Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q1 2026, buying an estimated $24.9K and bringing the position to 15,993 shares worth $2.26M. The position accounts for 0.18% of the portfolio, ranked #103.

Perennial Investment Advisors first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.13M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Perennial Investment Advisors held 15,993 shares of iShares ESG Aware MSCI USA ETF worth $2.26M as of Q1 2026.
  • Perennial Investment Advisors bought 168 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $24.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of Perennial Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Perennial Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $4.13M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.