Optas LLC Boosts Stock Position in iShares ESG Advanced MSCI USA ETF $USXF

Optas LLC lifted its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 72.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,260 shares of the company’s stock after acquiring an additional 24,486 shares during the period. iShares ESG Advanced MSCI USA ETF makes up about 0.5% of Optas LLC’s holdings, making the stock its 25th largest holding. Optas LLC owned 0.28% of iShares ESG Advanced MSCI USA ETF worth $3,216,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. LPL Financial LLC lifted its holdings in iShares ESG Advanced MSCI USA ETF by 1.8% during the 4th quarter. LPL Financial LLC now owns 897,925 shares of the company’s stock worth $51,703,000 after purchasing an additional 15,591 shares in the last quarter. Sei Investments Co. boosted its stake in iShares ESG Advanced MSCI USA ETF by 8.4% in the 3rd quarter. Sei Investments Co. now owns 775,582 shares of the company’s stock worth $44,448,000 after purchasing an additional 60,398 shares during the period. SigFig Wealth Management LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 0.4% during the 4th quarter. SigFig Wealth Management LLC now owns 670,255 shares of the company’s stock valued at $38,593,000 after buying an additional 2,987 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in iShares ESG Advanced MSCI USA ETF by 0.3% during the 4th quarter. JPMorgan Chase & Co. now owns 500,953 shares of the company’s stock valued at $28,845,000 after buying an additional 1,513 shares in the last quarter. Finally, Orion Porfolio Solutions LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 751.0% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 402,982 shares of the company’s stock valued at $22,910,000 after buying an additional 355,630 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Down 1.6%

Shares of iShares ESG Advanced MSCI USA ETF stock opened at $67.31 on Friday. iShares ESG Advanced MSCI USA ETF has a 12-month low of $53.05 and a 12-month high of $69.89. The company has a market cap of $1.42 billion, a price-to-earnings ratio of 28.41 and a beta of 1.08. The company’s 50-day moving average price is $66.56 and its 200-day moving average price is $61.03.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

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

About iShares ESG Advanced MSCI USA ETF

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.