iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) is Balanced Rock Investment Advisors LLC’s 2nd Largest Position

Balanced Rock Investment Advisors LLC cut its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 8.0% during the 4th quarter, Holdings Channel reports. The fund owned 183,632 shares of the company’s stock after selling 16,021 shares during the period. iShares ESG Advanced MSCI USA ETF comprises 7.2% of Balanced Rock Investment Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Balanced Rock Investment Advisors LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $9,130,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Aire Advisors LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $200,000. Kestra Private Wealth Services LLC raised its position in shares of iShares ESG Advanced MSCI USA ETF by 9.9% during the 4th quarter. Kestra Private Wealth Services LLC now owns 9,154 shares of the company’s stock valued at $455,000 after purchasing an additional 823 shares during the period. Regatta Capital Group LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.2% during the 4th quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock valued at $4,518,000 after buying an additional 5,306 shares in the last quarter. Commonwealth Equity Services LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 7.5% during the 4th quarter. Commonwealth Equity Services LLC now owns 77,049 shares of the company’s stock valued at $3,831,000 after buying an additional 5,377 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in iShares ESG Advanced MSCI USA ETF by 28.1% in the 4th quarter. JPMorgan Chase & Co. now owns 609,056 shares of the company’s stock worth $30,282,000 after buying an additional 133,495 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of USXF stock opened at $44.12 on Friday. The stock has a fifty day simple moving average of $47.54 and a two-hundred day simple moving average of $49.68. The firm has a market capitalization of $1.18 billion, a PE ratio of 23.71 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 52-week low of $40.01 and a 52-week high of $52.76.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were given a dividend of $0.1026 per share. The ex-dividend date was Tuesday, March 18th.

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.