iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) is Invera Wealth Advisors LLC’s Largest Position

Invera Wealth Advisors LLC boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 4.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 178,758 shares of the company’s stock after acquiring an additional 8,245 shares during the period. iShares ESG Advanced MSCI USA ETF accounts for about 9.3% of Invera Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. Invera Wealth Advisors LLC owned about 0.68% of iShares ESG Advanced MSCI USA ETF worth $9,412,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. US Bancorp DE raised its holdings in iShares ESG Advanced MSCI USA ETF by 18.8% in the third quarter. US Bancorp DE now owns 5,957 shares of the company’s stock worth $292,000 after buying an additional 942 shares during the last quarter. FMR LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 20.5% in the third quarter. FMR LLC now owns 26,872 shares of the company’s stock worth $1,319,000 after acquiring an additional 4,568 shares during the period. Regatta Capital Group LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.2% in the fourth quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock worth $4,518,000 after acquiring an additional 5,306 shares during the period. Kestra Private Wealth Services LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 9.9% in the fourth quarter. Kestra Private Wealth Services LLC now owns 9,154 shares of the company’s stock worth $455,000 after acquiring an additional 823 shares during the period. Finally, Creative Planning grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.3% in the third quarter. Creative Planning now owns 7,718 shares of the company’s stock worth $379,000 after acquiring an additional 458 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Up 0.0 %

Shares of USXF stock opened at $52.01 on Thursday. The company has a 50 day moving average price of $50.80 and a 200-day moving average price of $49.85. iShares ESG Advanced MSCI USA ETF has a 52 week low of $41.43 and a 52 week high of $52.76. The firm has a market capitalization of $1.37 billion, a PE ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a $0.1691 dividend. The ex-dividend date of this dividend was Tuesday, December 17th. This is a positive change from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13.

iShares ESG Advanced MSCI USA ETF 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.