Envestnet Portfolio Solutions Inc. Has $35.02 Million Holdings in iShares ESG Advanced MSCI USA ETF $USXF

Envestnet Portfolio Solutions Inc. trimmed its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 2.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 504,269 shares of the company’s stock after selling 14,291 shares during the period. Envestnet Portfolio Solutions Inc. owned 2.28% of iShares ESG Advanced MSCI USA ETF worth $35,021,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of USXF. Northwestern Mutual Wealth Management Co. grew its position in iShares ESG Advanced MSCI USA ETF by 80.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 36,093 shares of the company’s stock worth $2,078,000 after acquiring an additional 16,048 shares during the last quarter. NewEdge Advisors LLC increased its holdings in iShares ESG Advanced MSCI USA ETF by 18.8% in the 1st quarter. NewEdge Advisors LLC now owns 55,868 shares of the company’s stock worth $3,084,000 after purchasing an additional 8,833 shares in the last quarter. Decker Retirement Planning Inc. raised its position in iShares ESG Advanced MSCI USA ETF by 12.2% in the first quarter. Decker Retirement Planning Inc. now owns 93,408 shares of the company’s stock valued at $5,156,000 after purchasing an additional 10,182 shares during the last quarter. Highland Financial Advisors LLC raised its position in iShares ESG Advanced MSCI USA ETF by 60.7% in the second quarter. Highland Financial Advisors LLC now owns 77,452 shares of the company’s stock valued at $5,379,000 after purchasing an additional 29,248 shares during the last quarter. Finally, Sofi Wealth LLC raised its position in iShares ESG Advanced MSCI USA ETF by 24.8% in the first quarter. Sofi Wealth LLC now owns 73,467 shares of the company’s stock valued at $4,055,000 after purchasing an additional 14,616 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Down 0.8%

Shares of USXF stock traded down $0.58 during mid-day trading on Wednesday, reaching $68.42. 49,530 shares of the stock traded hands, compared to its average volume of 71,045. The company has a market cap of $1.51 billion, a price-to-earnings ratio of 28.41 and a beta of 1.09. The stock’s fifty day simple moving average is $67.75 and its two-hundred day simple moving average is $64.91. iShares ESG Advanced MSCI USA ETF has a 1-year low of $53.05 and a 1-year high of $70.69.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Tuesday, September 15th were issued a $0.149 dividend. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.12. The ex-dividend date was Tuesday, September 15th. This represents a $0.60 dividend on an annualized basis and a 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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.