Wealth Enhancement Advisory Services LLC cut its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 17.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,318 shares of the company’s stock after selling 2,393 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $555,000 at the end of the most recent quarter.
A number of other large investors have also recently added to or reduced their stakes in USXF. Janney Montgomery Scott LLC lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 27.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 75,064 shares of the company’s stock valued at $3,389,000 after acquiring an additional 16,210 shares during the last quarter. Sei Investments Co. purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF during the first quarter valued at $7,709,000. Avantax Advisory Services Inc. boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 23.4% in the 1st 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. SageView Advisory Group LLC purchased a new position in iShares ESG Advanced MSCI USA ETF in the 1st quarter worth about $2,748,000. Finally, Orion Portfolio Solutions LLC raised its holdings 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 worth $1,020,000 after buying an additional 6,430 shares during the period.
iShares ESG Advanced MSCI USA ETF Price Performance
Shares of USXF opened at $52.13 on Friday. The company has a 50-day moving average of $49.05 and a two-hundred day moving average of $46.99. The stock has a market cap of $1.27 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a one year low of $35.45 and a one year high of $52.19.
iShares ESG Advanced MSCI USA ETF Dividend Announcement
iShares ESG Advanced MSCI USA ETF Company 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.
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