Envestnet Portfolio Solutions Inc. Lowers Stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Envestnet Portfolio Solutions Inc. cut its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,414,921 shares of the company’s stock after selling 15,689 shares during the period. Envestnet Portfolio Solutions Inc. owned about 6.77% of iShares ESG Advanced MSCI USA ETF worth $56,342,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of USXF. International Assets Investment Management LLC purchased a new position in shares of iShares ESG Advanced MSCI USA ETF in the 4th quarter valued at approximately $45,016,000. LPL Financial LLC raised its stake in iShares ESG Advanced MSCI USA ETF by 126.8% in the 3rd quarter. LPL Financial LLC now owns 339,847 shares of the company’s stock worth $11,779,000 after acquiring an additional 189,978 shares during the last quarter. Invera Wealth Advisors LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at $6,696,000. Allworth Financial LP grew its position in iShares ESG Advanced MSCI USA ETF by 23.6% during the 3rd quarter. Allworth Financial LP now owns 255,984 shares of the company’s stock worth $8,872,000 after purchasing an additional 48,826 shares during the period. Finally, Financial Connections Group Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 36.0% during the 3rd quarter. Financial Connections Group Inc. now owns 172,373 shares of the company’s stock valued at $5,974,000 after buying an additional 45,627 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF stock traded down $0.08 during trading on Monday, hitting $44.10. 48,154 shares of the company traded hands, compared to its average volume of 78,483. iShares ESG Advanced MSCI USA ETF has a 1 year low of $32.80 and a 1 year high of $45.47. The company has a market cap of $979.02 million, a PE ratio of 30.78 and a beta of 1.03. The stock’s 50-day simple moving average is $43.89 and its 200 day simple moving average is $40.94.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were issued a dividend of $0.1057 per share. This represents a $0.42 dividend on an annualized basis and a yield of 0.96%. The ex-dividend date of this dividend was Thursday, March 21st.

About iShares ESG Advanced MSCI USA ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

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