5,122 Shares in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Acquired by Valtinson Bruner Financial Planning LLC

Valtinson Bruner Financial Planning LLC bought a new position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,122 shares of the company’s stock, valued at approximately $255,000.

A number of other large investors have also recently made changes to their positions in the company. Park Avenue Securities LLC increased its stake in shares of 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 worth $23,061,000 after buying an additional 67,796 shares during the period. Spinnaker Trust boosted its holdings 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 in the last quarter. Financial Connections Group Inc. boosted its holdings in iShares ESG Advanced MSCI USA ETF by 2.3% in the fourth quarter. Financial Connections Group Inc. now owns 214,356 shares of the company’s stock valued at $10,657,000 after purchasing an additional 4,905 shares in the last quarter. Thrivent Financial for Lutherans boosted its holdings in iShares ESG Advanced MSCI USA ETF by 35.4% in the third quarter. Thrivent Financial for Lutherans now owns 202,305 shares of the company’s stock valued at $9,929,000 after purchasing an additional 52,843 shares in the last quarter. Finally, Invera Wealth Advisors LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 4.8% in the fourth quarter. Invera Wealth Advisors LLC now owns 178,758 shares of the company’s stock valued at $9,412,000 after purchasing an additional 8,245 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Up 2.7 %

Shares of USXF opened at $47.61 on Friday. The stock has a 50 day moving average price of $50.19 and a 200 day moving average price of $50.09. The company has a market capitalization of $1.25 billion, a price-to-earnings ratio of 28.53 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 52-week low of $41.43 and a 52-week high of $52.76.

iShares ESG Advanced MSCI USA ETF Increases Dividend

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

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.