Invera Wealth Advisors LLC Sells 1,297 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Invera Wealth Advisors LLC lowered its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 0.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 166,852 shares of the company’s stock after selling 1,297 shares during the quarter. iShares ESG Advanced MSCI USA ETF comprises approximately 5.9% of Invera Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. Invera Wealth Advisors LLC owned about 0.75% of iShares ESG Advanced MSCI USA ETF worth $7,044,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Tempus Wealth Planning LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 11.7% during the 1st quarter. Tempus Wealth Planning LLC now owns 6,671 shares of the company’s stock valued at $301,000 after purchasing an additional 700 shares during the last quarter. Claro Advisors LLC purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF in the first quarter worth approximately $233,000. Atwater Malick LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 27.7% in the first quarter. Atwater Malick LLC now owns 46,721 shares of the company’s stock valued at $2,109,000 after purchasing an additional 10,136 shares in the last quarter. Dohj LLC purchased a new position in shares of iShares ESG Advanced MSCI USA ETF during the first quarter valued at approximately $589,000. Finally, Hoxton Planning & Management LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the first quarter worth $213,000.

iShares ESG Advanced MSCI USA ETF Stock Up 0.4 %

NASDAQ USXF traded up $0.17 on Monday, reaching $43.32. The company had a trading volume of 36,102 shares, compared to its average volume of 80,134. The company’s fifty day moving average is $43.85 and its 200 day moving average is $40.39. iShares ESG Advanced MSCI USA ETF has a 52-week low of $32.49 and a 52-week high of $45.47. The stock has a market capitalization of $961.70 million, a P/E ratio of 30.00 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were issued a $0.1057 dividend. The ex-dividend date was Thursday, March 21st. This represents a $0.42 annualized dividend and a dividend yield of 0.98%.

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.