Highland Financial Advisors LLC Has $5.38 Million Position in iShares ESG Advanced MSCI USA ETF $USXF

Highland Financial Advisors LLC lifted its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 60.7% during the second quarter, HoldingsChannel reports. The fund owned 77,452 shares of the company’s stock after purchasing an additional 29,248 shares during the quarter. iShares ESG Advanced MSCI USA ETF comprises approximately 1.2% of Highland Financial Advisors LLC’s holdings, making the stock its 18th biggest position. Highland Financial Advisors LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $5,379,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of USXF. Royal Bank of Canada raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 5.0% during the 1st quarter. Royal Bank of Canada now owns 137,466 shares of the company’s stock worth $6,415,000 after purchasing an additional 6,508 shares in the last quarter. Jane Street Group LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 1st quarter valued at approximately $452,000. First Trust Advisors LP increased its holdings in iShares ESG Advanced MSCI USA ETF by 14.0% in the second quarter. First Trust Advisors LP now owns 5,216 shares of the company’s stock worth $281,000 after buying an additional 642 shares during the last quarter. Qube Research & Technologies Ltd acquired a new position in iShares ESG Advanced MSCI USA ETF in the second quarter worth approximately $105,000. Finally, Sei Investments Co. increased its holdings in iShares ESG Advanced MSCI USA ETF by 15.0% in the second quarter. Sei Investments Co. now owns 715,184 shares of the company’s stock worth $38,570,000 after buying an additional 93,098 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of USXF opened at $69.00 on Tuesday. The firm has a market cap of $1.47 billion, a PE ratio of 28.41 and a beta of 1.09. The firm’s 50 day moving average price is $67.59 and its 200 day moving average price is $62.76. iShares ESG Advanced MSCI USA ETF has a twelve month low of $53.05 and a twelve month high of $69.89.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were paid a dividend of $0.1226 per share. The ex-dividend date was Monday, June 15th. This represents a $0.49 annualized dividend and a dividend yield of 0.7%.

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.