Shotwell Rutter Baer Inc Has $897,000 Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Shotwell Rutter Baer Inc lessened its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 9.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,181 shares of the company’s stock after selling 1,825 shares during the period. iShares ESG Advanced MSCI USA ETF comprises approximately 0.8% of Shotwell Rutter Baer Inc’s holdings, making the stock its 17th biggest holding. Shotwell Rutter Baer Inc owned about 0.07% of iShares ESG Advanced MSCI USA ETF worth $897,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Claro Advisors LLC grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 15.1% during the fourth quarter. Claro Advisors LLC now owns 6,781 shares of the company’s stock worth $337,000 after purchasing an additional 892 shares during the last quarter. International Assets Investment Management LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth $1,201,000. One Wealth Capital Management LLC bought a new position in shares of iShares ESG Advanced MSCI USA ETF in the 4th quarter worth $1,011,000. Diversified Trust Co lifted its stake in iShares ESG Advanced MSCI USA ETF by 1.6% in the fourth quarter. Diversified Trust Co now owns 25,211 shares of the company’s stock valued at $1,253,000 after buying an additional 400 shares during the period. Finally, Sanctuary Advisors LLC raised its position in shares of iShares ESG Advanced MSCI USA ETF by 9.0% in the 3rd quarter. Sanctuary Advisors LLC now owns 65,880 shares of the company’s stock valued at $3,418,000 after acquiring an additional 5,467 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

USXF opened at $49.35 on Tuesday. The firm’s fifty day moving average is $51.14 and its two-hundred day moving average is $49.07. The firm has a market cap of $1.29 billion, a PE ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a twelve month low of $39.60 and a twelve month high of $52.69.

iShares ESG Advanced MSCI USA ETF Increases Dividend

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

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.