Perigon Wealth Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Perigon Wealth Management’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	$2.66M	Buy	38,347 +2,658	+7%	+$172K	0.04%	349
2026 Q1	$1.97M	Buy	35,689 +3,133	+10%	+$181K	0.04%	380
2025 Q4	$1.87M	Buy	32,556 +2,396	+8%	+$138K	0.03%	387
2025 Q3	$1.73M	Buy	30,160 +748	+3%	+$41.7K	0.04%	385
2025 Q2	$1.59M	Sell	29,412 -14,324	-33%	-$700K	0.04%	382
2025 Q1	$2.04M	Buy	43,736 +6,778	+18%	+$337K	0.05%	303
2024 Q4	$1.87M	Buy	36,958 +8,614	+30%	+$438K	0.05%	320
2024 Q3	$1.39M	Buy	28,344 +4,277	+18%	+$202K	0.04%	355
2024 Q2	$1.12M	Buy	24,067 +10,847	+82%	+$485K	0.03%	345
2024 Q1	$597K	Buy	13,220 +1,892	+17%	+$80.3K	0.02%	492
2023 Q4	$451K	Buy	11,328 +1,604	+16%	+$58.7K	0.01%	526
2023 Q3	$337K	Buy	9,724 +944	+11%	+$34.1K	0.01%	548
2023 Q2	$316K	Buy	8,780 +1,840	+27%	+$62.2K	0.01%	589
2023 Q1	$230K	Buy	+6,940	New	+$224K	0.01%	632

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Perigon Wealth Management's USXF Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 7.4% in Q2 2026, buying an estimated $172K and bringing the position to 38,347 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #349.

Perigon Wealth Management first reported a position in USXF in Q1 2023 and has held it in 14 quarters since. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Perigon Wealth Management held 38,347 shares of iShares ESG Advanced MSCI USA ETF worth $2.66M as of Q2 2026.
Perigon Wealth Management bought 2,658 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $172K.
iShares ESG Advanced MSCI USA ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #349 holding.
Perigon Wealth Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.