iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Position Cut by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC cut its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 5.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 71,416 shares of the company’s stock after selling 4,301 shares during the period. Walkner Condon Financial Advisors LLC owned approximately 0.27% of iShares ESG Advanced MSCI USA ETF worth $3,551,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in USXF. US Bancorp DE boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 18.8% during the 3rd quarter. US Bancorp DE now owns 5,957 shares of the company’s stock valued at $292,000 after purchasing an additional 942 shares in the last quarter. FMR LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 20.5% in the third quarter. FMR LLC now owns 26,872 shares of the company’s stock worth $1,319,000 after acquiring an additional 4,568 shares in the last quarter. Regatta Capital Group LLC raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.2% during the fourth quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock valued at $4,518,000 after acquiring an additional 5,306 shares during the period. Creative Planning lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 6.3% in the 3rd quarter. Creative Planning now owns 7,718 shares of the company’s stock valued at $379,000 after acquiring an additional 458 shares in the last quarter. Finally, Captrust Financial Advisors acquired a new position in iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth approximately $253,000.

iShares ESG Advanced MSCI USA ETF Stock Performance

NASDAQ USXF opened at $51.59 on Friday. The firm’s 50 day moving average price is $50.81 and its two-hundred day moving average price is $49.65. iShares ESG Advanced MSCI USA ETF has a twelve month low of $41.43 and a twelve month high of $52.76. The stock has a market cap of $1.36 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a dividend of $0.1691 per share. This is an increase from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares ESG Advanced MSCI USA ETF Company 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.