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Perennial Investment Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Perennial Investment Advisors’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
Q1 		$931K Buy
16,871
+670
+4% +$38.8K 0.07% 198
2025
Q4 		$933K Sell
16,201
-1,429
-8% -$82.2K 0.07% 197
2025
Q3 		$1.01M Buy
17,630
+119
+0.7% +$6.64K 0.08% 180
2025
Q2 		$944K Sell
17,511
-472
-3% -$23.1K 0.09% 185
2025
Q1 		$839K Buy
17,983
+6,942
+63% +$345K 0.09% 181
2024
Q4 		$549K Buy
11,041
+3,260
+42% +$166K 0.06% 217
2024
Q3 		$382K Buy
+7,781
New +$367K 0.05% 252

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 4.1% in Q1 2026, buying an estimated $38.8K and bringing the position to 16,871 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #198.

Perennial Investment Advisors first reported a position in USXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

  • Perennial Investment Advisors held 16,871 shares of iShares ESG Advanced MSCI USA ETF worth $931K as of Q1 2026.
  • Perennial Investment Advisors bought 670 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $38.8K.
  • iShares ESG Advanced MSCI USA ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #198 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
  • Perennial Investment Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.01M in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

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