Fund Sells $2.77 Million in ESG ETF Despite 42% Share Price Increase
Invera Wealth Advisors sold 47,883 shares of the iShares ESG Advanced MSCI USA ETF (USXF) for an estimated $2.77 million in Q1 2026, despite the ETF's shares rising 42% over the past year. The quarter-end value of the remaining position fell by $2.87 million, reflecting both the sale and share price movement. USXF now accounts for 1.7% of Invera’s AUM.
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Topics: ETF Trading Invera Wealth Advisors iShares ESG Advanced MSCI USA ETF (USXF) SEC Filing