iShares ESG Advanced MSCI USA ETF $USXF Shares Purchased by Modern Wealth Management LLC

Modern Wealth Management LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 56.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 55,706 shares of the company’s stock after buying an additional 20,185 shares during the period. Modern Wealth Management LLC owned approximately 0.26% of iShares ESG Advanced MSCI USA ETF worth $3,102,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. LPL Financial LLC boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 1.8% in the fourth quarter. LPL Financial LLC now owns 897,925 shares of the company’s stock valued at $51,703,000 after acquiring an additional 15,591 shares in the last quarter. Sei Investments Co. raised its holdings in iShares ESG Advanced MSCI USA ETF by 5.5% during the first quarter. Sei Investments Co. now owns 876,093 shares of the company’s stock worth $48,360,000 after purchasing an additional 45,550 shares in the last quarter. SigFig Wealth Management LLC raised its holdings in iShares ESG Advanced MSCI USA ETF by 0.4% during the fourth quarter. SigFig Wealth Management LLC now owns 670,255 shares of the company’s stock worth $38,593,000 after purchasing an additional 2,987 shares in the last quarter. JPMorgan Chase & Co. lifted its position in iShares ESG Advanced MSCI USA ETF by 0.3% in the fourth quarter. JPMorgan Chase & Co. now owns 500,953 shares of the company’s stock worth $28,845,000 after purchasing an additional 1,513 shares during the period. Finally, Orion Porfolio Solutions LLC lifted its position in iShares ESG Advanced MSCI USA ETF by 751.0% in the second quarter. Orion Porfolio Solutions LLC now owns 402,982 shares of the company’s stock worth $22,910,000 after purchasing an additional 355,630 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of NASDAQ USXF opened at $66.45 on Friday. The stock has a fifty day moving average price of $67.44 and a two-hundred day moving average price of $62.08. The firm has a market cap 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.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

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

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.