Highland Financial Advisors LLC Boosts Holdings in iShares ESG Advanced MSCI USA ETF $USXF

Highland Financial Advisors LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 60.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,452 shares of the company’s stock after buying 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 17th largest 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.

Several other institutional investors and hedge funds have also recently modified their holdings of USXF. Concurrent Investment Advisors LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.5% in the second quarter. Concurrent Investment Advisors LLC now owns 16,049 shares of the company’s stock worth $1,115,000 after buying an additional 977 shares in the last quarter. Continuum Advisory LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 2nd quarter worth $77,000. Buttonwood Financial Group LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 2nd quarter worth $208,000. Investors Research Corp boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 18.6% during the 2nd quarter. Investors Research Corp now owns 995 shares of the company’s stock valued at $69,000 after purchasing an additional 156 shares during the last quarter. Finally, First Bancorp Inc ME bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at about $27,000.

iShares ESG Advanced MSCI USA ETF Stock Up 0.6%

Shares of iShares ESG Advanced MSCI USA ETF stock opened at $68.38 on Friday. The firm has a market cap of $1.46 billion, a price-to-earnings ratio of 28.41 and a beta of 1.09. The business has a 50-day moving average price of $67.87 and a 200-day moving average price of $64.05. iShares ESG Advanced MSCI USA ETF has a twelve month low of $53.05 and a twelve month high of $70.69.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

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

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