iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Shares Acquired by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 10.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,804 shares of the company’s stock after purchasing an additional 460 shares during the period. Capital Asset Advisory Services LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $243,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Mackenzie Financial Corp increased its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.2% in the 2nd quarter. Mackenzie Financial Corp now owns 356,074 shares of the company’s stock valued at $16,586,000 after acquiring an additional 20,934 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in iShares ESG Advanced MSCI USA ETF by 5.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 17,201 shares of the company’s stock valued at $801,000 after purchasing an additional 928 shares during the last quarter. Regal Investment Advisors LLC raised its holdings in iShares ESG Advanced MSCI USA ETF by 3.1% during the second quarter. Regal Investment Advisors LLC now owns 20,594 shares of the company’s stock worth $959,000 after purchasing an additional 622 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter worth approximately $2,607,000. Finally, Shotwell Rutter Baer Inc grew its position in shares of iShares ESG Advanced MSCI USA ETF by 5.9% in the 3rd quarter. Shotwell Rutter Baer Inc now owns 20,006 shares of the company’s stock valued at $983,000 after buying an additional 1,110 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

Shares of USXF opened at $50.14 on Tuesday. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.00 and a 1-year high of $52.76. The stock has a market cap of $1.32 billion, a PE ratio of 30.78 and a beta of 1.03. The firm has a fifty day moving average price of $51.08 and a 200 day moving average price of $49.34.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $0.1691 dividend. The ex-dividend date of this dividend was Tuesday, December 17th. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13.

About iShares ESG Advanced MSCI USA ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

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