iShares ESG Advanced MSCI USA ETF $USXF Shares Purchased by Highland Financial Advisors LLC

Highland Financial Advisors LLC increased its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 60.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,452 shares of the company’s stock after acquiring an additional 29,248 shares during the period. iShares ESG Advanced MSCI USA ETF makes up approximately 1.2% of Highland Financial Advisors LLC’s investment portfolio, making the stock its 18th biggest position. Highland Financial Advisors LLC owned approximately 0.36% of iShares ESG Advanced MSCI USA ETF worth $5,379,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Smartleaf Asset Management LLC bought a new position in iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at $26,000. NBT Bank N A NY raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 1,041.4% in the 1st quarter. NBT Bank N A NY now owns 662 shares of the company’s stock worth $37,000 after buying an additional 604 shares in the last quarter. Triumph Capital Management acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF in the third quarter valued at $46,000. Birchbrook Inc. lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 128.7% in the fourth quarter. Birchbrook Inc. now owns 814 shares of the company’s stock valued at $47,000 after buying an additional 458 shares during the period. Finally, Dunhill Financial LLC bought a new position in iShares ESG Advanced MSCI USA ETF during the fourth quarter valued at about $52,000.

iShares ESG Advanced MSCI USA ETF Stock Down 0.8%

NASDAQ:USXF opened at $69.00 on Tuesday. The business’s 50-day moving average price is $67.59 and its 200 day moving average price is $62.76. The firm has a market cap of $1.47 billion, a P/E ratio of 28.41 and a beta of 1.09. iShares ESG Advanced MSCI USA ETF has a 52-week low of $53.05 and a 52-week high of $69.89.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were given a dividend of $0.1226 per share. The ex-dividend date was Monday, June 15th. This represents a $0.49 annualized dividend and a dividend yield of 0.7%.

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.