iShares ESG Advanced MSCI USA ETF $USXF Position Boosted by Modern Wealth Management LLC

Modern Wealth Management LLC grew its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 56.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 55,706 shares of the company’s stock after purchasing an additional 20,185 shares during the period. Modern Wealth Management LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $3,102,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Smartleaf Asset Management LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 2nd quarter worth approximately $26,000. NBT Bank N A NY boosted its holdings in iShares ESG Advanced MSCI USA ETF by 1,041.4% during the first quarter. NBT Bank N A NY now owns 662 shares of the company’s stock worth $37,000 after buying an additional 604 shares in the last quarter. Triumph Capital Management bought a new stake in iShares ESG Advanced MSCI USA ETF during the third quarter worth approximately $46,000. Birchbrook Inc. grew its position in iShares ESG Advanced MSCI USA ETF by 128.7% in the fourth quarter. Birchbrook Inc. now owns 814 shares of the company’s stock worth $47,000 after buying an additional 458 shares during the last quarter. Finally, Dunhill Financial LLC acquired a new position in iShares ESG Advanced MSCI USA ETF in the fourth quarter worth approximately $52,000.

iShares ESG Advanced MSCI USA ETF Stock Performance

NASDAQ USXF opened at $66.45 on Friday. The stock has a market capitalization of $1.42 billion, a P/E ratio of 28.41 and a beta of 1.08. iShares ESG Advanced MSCI USA ETF has a 1 year low of $53.05 and a 1 year high of $69.89. The business’s fifty day moving average is $67.44 and its two-hundred day moving average is $62.08.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were paid a dividend of $0.1226 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.49 annualized dividend and a dividend yield of 0.7%.

About iShares ESG Advanced MSCI USA ETF

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.