Opes Wealth Management LLC Purchases 1,610 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Opes Wealth Management LLC boosted its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 4.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 39,484 shares of the company’s stock after acquiring an additional 1,610 shares during the period. Opes Wealth Management LLC owned 0.16% of iShares ESG Advanced MSCI USA ETF worth $1,938,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Diversified Trust Co lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.4% in the 2nd quarter. Diversified Trust Co now owns 24,811 shares of the company’s stock worth $1,156,000 after purchasing an additional 1,500 shares in the last quarter. ORG Partners LLC bought a new position in iShares ESG Advanced MSCI USA ETF in the 2nd quarter valued at about $43,000. Avantax Advisory Services Inc. increased its holdings in iShares ESG Advanced MSCI USA ETF by 23.4% during the 1st quarter. Avantax Advisory Services Inc. now owns 28,863 shares of the company’s stock worth $1,303,000 after purchasing an additional 5,473 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 0.7% in the second quarter. Envestnet Asset Management Inc. now owns 4,529,536 shares of the company’s stock worth $210,986,000 after purchasing an additional 33,642 shares during the last quarter. Finally, Orion Portfolio Solutions LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 39.8% in the first quarter. Orion Portfolio Solutions LLC now owns 22,589 shares of the company’s stock valued at $1,020,000 after purchasing an additional 6,430 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Up 0.7 %

NASDAQ USXF opened at $49.52 on Monday. The firm has a market capitalization of $1.21 billion, a P/E ratio of 30.78 and a beta of 1.03. The business has a fifty day simple moving average of $48.91 and a 200 day simple moving average of $46.84. iShares ESG Advanced MSCI USA ETF has a 12 month low of $34.57 and a 12 month high of $51.17.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were paid a $0.1336 dividend. The ex-dividend date was Wednesday, September 25th.

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.