iShares ESG Advanced MSCI USA ETF $USXF Stock Holdings Lifted by Highland Financial Advisors LLC

Highland Financial Advisors LLC boosted its position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 16.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 90,553 shares of the company’s stock after buying an additional 13,101 shares during the period. iShares ESG Advanced MSCI USA ETF makes up approximately 1.3% of Highland Financial Advisors LLC’s investment portfolio, making the stock its 18th largest position. Highland Financial Advisors LLC owned about 0.42% of iShares ESG Advanced MSCI USA ETF worth $6,163,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Hanson & Doremus Investment Management acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the 3rd quarter valued at approximately $110,000. RCS Financial Planning LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.9% during the 3rd quarter. RCS Financial Planning LLC now owns 8,622 shares of the company’s stock worth $587,000 after acquiring an additional 559 shares during the period. Sax Wealth Advisors LLC acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 3rd quarter worth approximately $242,000. Acropolis Investment Management LLC acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 3rd quarter worth approximately $225,000. Finally, Investors Research Corp boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 16.9% during the 3rd quarter. Investors Research Corp now owns 1,163 shares of the company’s stock worth $79,000 after acquiring an additional 168 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ:USXF traded up $0.40 during mid-day trading on Monday, reaching $66.12. The stock had a trading volume of 60,913 shares, compared to its average volume of 70,141. The stock has a 50-day simple moving average of $68.17 and a two-hundred day simple moving average of $66.46. The stock has a market capitalization of $1.42 billion, a PE ratio of 28.41 and a beta of 1.09. iShares ESG Advanced MSCI USA ETF has a 12 month low of $53.05 and a 12 month high of $70.69.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Tuesday, September 15th were issued a $0.1490 dividend. The ex-dividend date of this dividend was Tuesday, September 15th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.9%. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.1226.

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.