Creative Planning Acquires 458 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Creative Planning boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 6.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,718 shares of the company’s stock after acquiring an additional 458 shares during the quarter. Creative Planning’s holdings in iShares ESG Advanced MSCI USA ETF were worth $379,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in USXF. Sei Investments Co. raised its position in iShares ESG Advanced MSCI USA ETF by 133.6% during the second quarter. Sei Investments Co. now owns 398,850 shares of the company’s stock valued at $18,578,000 after acquiring an additional 228,107 shares in the last quarter. Williams Financial LLC bought a new position in iShares ESG Advanced MSCI USA ETF during the second quarter valued at approximately $6,784,000. Balanced Rock Investment Advisors LLC raised its position in shares of iShares ESG Advanced MSCI USA ETF by 272.5% in the first quarter. Balanced Rock Investment Advisors LLC now owns 193,708 shares of the company’s stock valued at $8,746,000 after purchasing an additional 141,699 shares during the period. Cetera Investment Advisers lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 50.1% in the first quarter. Cetera Investment Advisers now owns 230,206 shares of the company’s stock worth $10,394,000 after buying an additional 76,879 shares during the last quarter. Finally, SageView Advisory Group LLC acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF in the first quarter worth $2,748,000.

iShares ESG Advanced MSCI USA ETF Trading Up 0.7 %

Shares of iShares ESG Advanced MSCI USA ETF stock opened at $52.13 on Friday. The firm has a fifty day simple moving average of $49.05 and a 200-day simple moving average of $46.99. iShares ESG Advanced MSCI USA ETF has a 1-year low of $35.45 and a 1-year high of $52.19. The stock has a market capitalization of $1.27 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The company also recently disclosed 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 of this dividend was Wednesday, September 25th.

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.