Highland Financial Advisors LLC lifted its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 229.8% in the first quarter, HoldingsChannel reports. The firm owned 32,416 shares of the company’s stock after buying an additional 22,588 shares during the quarter. iShares ESG Advanced MSCI USA ETF makes up approximately 0.5% of Highland Financial Advisors LLC’s holdings, making the stock its 23rd biggest holding. Highland Financial Advisors LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $1,513,000 as of its most recent filing with the SEC.
A number of other institutional investors have also recently made changes to their positions in USXF. WealthTrak Capital Management LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at approximately $39,000. Transce3nd LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at approximately $41,000. Capital A Wealth Management LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at approximately $43,000. PNC Financial Services Group Inc. grew its holdings in iShares ESG Advanced MSCI USA ETF by 34.0% during the 4th quarter. PNC Financial Services Group Inc. now owns 1,695 shares of the company’s stock worth $84,000 after acquiring an additional 430 shares in the last quarter. Finally, WealthShield Partners LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 14.7% during the 4th quarter. WealthShield Partners LLC now owns 1,704 shares of the company’s stock worth $85,000 after acquiring an additional 219 shares in the last quarter.
iShares ESG Advanced MSCI USA ETF Stock Down 0.8%
NASDAQ USXF opened at $50.63 on Friday. iShares ESG Advanced MSCI USA ETF has a 52 week low of $40.01 and a 52 week high of $52.76. The stock has a market capitalization of $1.35 billion, a PE ratio of 27.01 and a beta of 1.03. The firm has a 50 day moving average of $47.13 and a two-hundred day moving average of $49.28.
iShares ESG Advanced MSCI USA ETF Cuts Dividend
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.
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