Atria Investments Inc Lowers Position in iShares ESG Advanced MSCI USA ETF $USXF

Atria Investments Inc cut its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 12.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,707 shares of the company’s stock after selling 1,336 shares during the period. Atria Investments Inc’s holdings in iShares ESG Advanced MSCI USA ETF were worth $523,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in USXF. Spinnaker Trust lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 3.1% during the second quarter. Spinnaker Trust now owns 280,739 shares of the company’s stock valued at $15,140,000 after purchasing an additional 8,349 shares in the last quarter. Opes Wealth Management LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 2.9% in the 2nd quarter. Opes Wealth Management LLC now owns 44,795 shares of the company’s stock valued at $2,416,000 after buying an additional 1,260 shares during the last quarter. Rehmann Capital Advisory Group bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter worth approximately $213,000. Black Diamond Financial LLC bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter worth approximately $218,000. Finally, Financial Advisors LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 56.8% during the second quarter. Financial Advisors LLC now owns 59,514 shares of the company’s stock valued at $3,210,000 after acquiring an additional 21,562 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Up 0.2%

USXF stock opened at $57.12 on Monday. iShares ESG Advanced MSCI USA ETF has a 1-year low of $40.01 and a 1-year high of $59.94. The stock has a market cap of $1.19 billion, a P/E ratio of 28.41 and a beta of 1.05. The stock’s fifty day simple moving average is $57.24 and its two-hundred day simple moving average is $54.39.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were paid a dividend of $0.1251 per share. The ex-dividend date was Tuesday, September 16th. This represents a $0.50 annualized dividend and a dividend yield of 0.9%.

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.