Theory Financial LLC Boosts Stock Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Theory Financial LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 11.9% during the third quarter, Holdings Channel reports. The fund owned 6,204 shares of the company’s stock after acquiring an additional 660 shares during the period. Theory Financial LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $305,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Envestnet Asset Management Inc. increased its position in shares of iShares ESG Advanced MSCI USA ETF by 0.7% during the second quarter. Envestnet Asset Management Inc. now owns 4,529,536 shares of the company’s stock worth $210,986,000 after acquiring an additional 33,642 shares during the period. SigFig Wealth Management LLC increased its holdings in iShares ESG Advanced MSCI USA ETF by 8.4% in the second quarter. SigFig Wealth Management LLC now owns 604,534 shares of the company’s stock valued at $28,159,000 after buying an additional 46,773 shares during the last quarter. Sei Investments Co. increased its holdings in iShares ESG Advanced MSCI USA ETF by 133.6% in the second quarter. Sei Investments Co. now owns 398,850 shares of the company’s stock valued at $18,578,000 after buying an additional 228,107 shares during the last quarter. Park Avenue Securities LLC increased its holdings in iShares ESG Advanced MSCI USA ETF by 1.5% in the second quarter. Park Avenue Securities LLC now owns 396,710 shares of the company’s stock valued at $18,479,000 after buying an additional 5,766 shares during the last quarter. Finally, Mackenzie Financial Corp increased its holdings in iShares ESG Advanced MSCI USA ETF by 6.2% in the second quarter. Mackenzie Financial Corp now owns 356,074 shares of the company’s stock valued at $16,586,000 after buying an additional 20,934 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ:USXF opened at $50.85 on Monday. The firm has a market capitalization of $1.24 billion, a PE ratio of 30.78 and a beta of 1.03. The business’s fifty day moving average price is $49.73 and its 200 day moving average price is $47.48. iShares ESG Advanced MSCI USA ETF has a 12 month low of $36.81 and a 12 month high of $52.48.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were issued 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.