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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
2025
Q1
$839K Buy
2024
Q4
$549K Buy
2024
Q3
$382K Buy