Invera Wealth Advisors Sells $2.77 Million in iShares ESG ETF Despite 42% Share Price Increase
Invera Wealth Advisors sold $2.77 million worth of shares in the iShares ESG Advanced MSCI USA ETF (USXF) during the first quarter of 2026, despite the ETF's shares rising 42% over the past year. The sale reduced the fund's position in USXF, which now represents 1.7% of Invera's AUM. The ETF has outperformed the S&P 500 over the same period.
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Topics: ESG ETF Invera Wealth Advisors iShares ESG Advanced MSCI USA ETF portfolio changes USXF