Avantax Advisory Services Inc. Acquires 3,753 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Avantax Advisory Services Inc. grew its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 12.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,766 shares of the company’s stock after acquiring an additional 3,753 shares during the period. Avantax Advisory Services Inc. owned about 0.13% of iShares ESG Advanced MSCI USA ETF worth $1,729,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of USXF. Kestra Private Wealth Services LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 9.9% during the fourth quarter. Kestra Private Wealth Services LLC now owns 9,154 shares of the company’s stock valued at $455,000 after purchasing an additional 823 shares during the period. FMR LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 20.5% during the 3rd quarter. FMR LLC now owns 26,872 shares of the company’s stock valued at $1,319,000 after acquiring an additional 4,568 shares during the period. Regatta Capital Group LLC increased its holdings in iShares ESG Advanced MSCI USA ETF by 6.2% in the 4th quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock worth $4,518,000 after acquiring an additional 5,306 shares in the last quarter. Captrust Financial Advisors purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth approximately $253,000. Finally, Merit Financial Group LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $210,000.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF opened at $47.92 on Tuesday. The firm has a market cap of $1.26 billion, a P/E ratio of 28.53 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.43 and a 1-year high of $52.76. The company has a 50 day simple moving average of $50.13 and a two-hundred day simple moving average of $50.12.

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.