Atria Wealth Solutions Inc. Boosts Stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Atria Wealth Solutions Inc. raised its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 10.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,611 shares of the company’s stock after purchasing an additional 11,082 shares during the quarter. Atria Wealth Solutions Inc. owned 0.58% of iShares ESG Advanced MSCI USA ETF worth $4,843,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. F M Investments LLC raised its position in iShares ESG Advanced MSCI USA ETF by 4.0% in the 4th quarter. F M Investments LLC now owns 17,600 shares of the company’s stock worth $701,000 after purchasing an additional 684 shares during the period. National Wealth Management Group LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 28.1% during the fourth quarter. National Wealth Management Group LLC now owns 12,042 shares of the company’s stock worth $480,000 after acquiring an additional 2,638 shares during the period. CWM LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 497.9% during the fourth quarter. CWM LLC now owns 12,071 shares of the company’s stock worth $481,000 after acquiring an additional 10,052 shares during the period. Mackenzie Financial Corp increased its position in shares of iShares ESG Advanced MSCI USA ETF by 3.2% during the fourth quarter. Mackenzie Financial Corp now owns 340,150 shares of the company’s stock worth $13,545,000 after acquiring an additional 10,700 shares during the period. Finally, Horst & Graben Wealth Management LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 1.9% during the fourth quarter. Horst & Graben Wealth Management LLC now owns 69,350 shares of the company’s stock worth $2,762,000 after acquiring an additional 1,291 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of NASDAQ:USXF opened at $43.15 on Friday. The firm has a market cap of $957.93 million, a PE ratio of 30.00 and a beta of 1.03. The firm’s 50 day simple moving average is $43.83 and its 200-day simple moving average is $40.26. iShares ESG Advanced MSCI USA ETF has a one year low of $32.47 and a one year high of $45.47.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were given a dividend of $0.1057 per share. This represents a $0.42 dividend on an annualized basis and a dividend yield of 0.98%. The ex-dividend date of this dividend was Thursday, March 21st.

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.