MA Private Wealth Grows Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

MA Private Wealth raised its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 1.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,623 shares of the company’s stock after purchasing an additional 224 shares during the quarter. MA Private Wealth owned 0.10% of iShares ESG Advanced MSCI USA ETF worth $1,159,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Diversified Trust Co increased its stake in iShares ESG Advanced MSCI USA ETF by 6.4% in the 2nd quarter. Diversified Trust Co now owns 24,811 shares of the company’s stock worth $1,156,000 after buying an additional 1,500 shares during the period. ORG Partners LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF during the second quarter valued at approximately $43,000. Avantax Advisory Services Inc. boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 23.4% in the first quarter. Avantax Advisory Services Inc. now owns 28,863 shares of the company’s stock valued at $1,303,000 after purchasing an additional 5,473 shares during the period. Envestnet Asset Management Inc. grew its stake in iShares ESG Advanced MSCI USA ETF by 0.7% in the second quarter. Envestnet Asset Management Inc. now owns 4,529,536 shares of the company’s stock worth $210,986,000 after purchasing an additional 33,642 shares in the last quarter. Finally, Orion Portfolio Solutions LLC raised its position in iShares ESG Advanced MSCI USA ETF by 39.8% during the 1st quarter. Orion Portfolio Solutions LLC now owns 22,589 shares of the company’s stock valued at $1,020,000 after purchasing an additional 6,430 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Up 0.8 %

NASDAQ:USXF traded up $0.39 during mid-day trading on Friday, reaching $50.59. The company’s stock had a trading volume of 1,672 shares, compared to its average volume of 69,739. iShares ESG Advanced MSCI USA ETF has a 1 year low of $33.13 and a 1 year high of $51.17. The stock has a fifty day moving average of $48.69 and a 200-day moving average of $46.53. The firm has a market capitalization of $1.22 billion, a PE ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The business also recently declared a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were given a $0.1336 dividend. The ex-dividend date was Wednesday, September 25th.

iShares ESG Advanced MSCI USA ETF Profile

The iShares ESG Advanced MSCI USA ETF (USXF) is an exchange-traded fund that is based on the MSCI USA Choice ESG Screened index. The fund tracks an index of large- and mid-cap US equities screened for positive environmental, social and governance rating while also screening for involvement in controversial activities.