Spectrum Planning & Advisory Services Inc. Increases Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Spectrum Planning & Advisory Services Inc. raised its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 17.6% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 8,948 shares of the company’s stock after purchasing an additional 1,342 shares during the period. Spectrum Planning & Advisory Services Inc.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $439,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 4,529,536 shares of the company’s stock valued at $210,986,000 after purchasing an additional 33,642 shares in the last quarter. SigFig Wealth Management LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 8.4% in the 2nd quarter. SigFig Wealth Management LLC now owns 604,534 shares of the company’s stock valued at $28,159,000 after purchasing an additional 46,773 shares in the last quarter. Sei Investments Co. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 133.6% in the 2nd quarter. Sei Investments Co. now owns 398,850 shares of the company’s stock valued at $18,578,000 after purchasing an additional 228,107 shares in the last quarter. Park Avenue Securities LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 1.5% in the 2nd quarter. Park Avenue Securities LLC now owns 396,710 shares of the company’s stock valued at $18,479,000 after purchasing an additional 5,766 shares in the last quarter. Finally, Mackenzie Financial Corp raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.2% in the 2nd quarter. Mackenzie Financial Corp now owns 356,074 shares of the company’s stock valued at $16,586,000 after purchasing an additional 20,934 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Up 0.2 %

USXF opened at $50.93 on Tuesday. The firm has a market cap of $1.24 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $37.02 and a fifty-two week high of $52.48. The company’s 50-day moving average price is $49.82 and its 200 day moving average price is $47.54.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were issued a dividend of $0.1336 per share. The ex-dividend date was Wednesday, September 25th.

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.