Perennial Investment Advisors LLC Acquires 3,260 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Perennial Investment Advisors LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 41.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,041 shares of the company’s stock after acquiring an additional 3,260 shares during the period. Perennial Investment Advisors LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $549,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. LPL Financial LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 78.8% during the 4th quarter. LPL Financial LLC now owns 1,048,166 shares of the company’s stock worth $52,115,000 after purchasing an additional 462,065 shares during the period. Envestnet Portfolio Solutions Inc. increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 10.9% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 1,507,637 shares of the company’s stock worth $74,960,000 after purchasing an additional 148,520 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 28.1% in the 4th quarter. JPMorgan Chase & Co. now owns 609,056 shares of the company’s stock worth $30,282,000 after purchasing an additional 133,495 shares during the period. Spinnaker Trust lifted its stake in iShares ESG Advanced MSCI USA ETF by 64.1% in the fourth quarter. Spinnaker Trust now owns 332,968 shares of the company’s stock valued at $16,555,000 after purchasing an additional 130,004 shares during the last quarter. Finally, Park Avenue Securities LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 17.1% during the fourth quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock valued at $23,061,000 after purchasing an additional 67,796 shares during the period.

iShares ESG Advanced MSCI USA ETF Price Performance

Shares of USXF opened at $42.02 on Friday. iShares ESG Advanced MSCI USA ETF has a 1 year low of $41.43 and a 1 year high of $52.76. The stock’s fifty day moving average price is $49.00 and its two-hundred day moving average price is $50.05. The firm has a market cap of $1.12 billion, a PE ratio of 23.71 and a beta of 1.06.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were paid a $0.1026 dividend. The ex-dividend date was Tuesday, March 18th.

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.