Sandbox Financial Partners LLC Buys 10,075 Shares of iShares ESG Advanced MSCI USA ETF $USXF

Sandbox Financial Partners LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 53.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,099 shares of the company’s stock after purchasing an additional 10,075 shares during the quarter. Sandbox Financial Partners LLC owned approximately 0.14% of iShares ESG Advanced MSCI USA ETF worth $1,668,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. CWM LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 1.1% during the third quarter. CWM LLC now owns 21,489 shares of the company’s stock worth $1,232,000 after buying an additional 238 shares during the last quarter. Financial Connections Group Inc. boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.5% during the 3rd quarter. Financial Connections Group Inc. now owns 237,052 shares of the company’s stock valued at $13,585,000 after acquiring an additional 14,471 shares in the last quarter. Shotwell Rutter Baer Inc grew its position in iShares ESG Advanced MSCI USA ETF by 7.0% during the 3rd quarter. Shotwell Rutter Baer Inc now owns 20,610 shares of the company’s stock worth $1,199,000 after acquiring an additional 1,355 shares during the last quarter. Evolution Wealth Management Inc. bought a new stake in iShares ESG Advanced MSCI USA ETF during the 2nd quarter worth $32,000. Finally, Captrust Financial Advisors acquired a new position in iShares ESG Advanced MSCI USA ETF in the 2nd quarter worth about $207,000.

iShares ESG Advanced MSCI USA ETF Trading Up 0.3%

iShares ESG Advanced MSCI USA ETF stock opened at $58.57 on Friday. The stock has a 50-day moving average price of $57.55 and a two-hundred day moving average price of $56.21. iShares ESG Advanced MSCI USA ETF has a 12 month low of $40.01 and a 12 month high of $59.94. The company has a market capitalization of $1.22 billion, a PE ratio of 28.41 and a beta of 1.05.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were issued a $0.1785 dividend. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.13. The ex-dividend date was Tuesday, December 16th. This represents a $0.71 dividend on an annualized basis and a yield of 1.2%.

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