West Wealth Group LLC Has $640,000 Stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

West Wealth Group LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 17.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,880 shares of the company’s stock after purchasing an additional 1,911 shares during the quarter. West Wealth Group LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $640,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of USXF. Mackenzie Financial Corp increased its position 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 buying an additional 20,934 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew 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 acquiring an additional 928 shares during the period. Regal Investment Advisors LLC increased its holdings in shares of iShares ESG Advanced MSCI USA ETF by 3.1% in the second quarter. Regal Investment Advisors LLC now owns 20,594 shares of the company’s stock worth $959,000 after acquiring an additional 622 shares in the last quarter. Sanctuary Advisors LLC acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF during the second quarter worth about $2,607,000. Finally, Shotwell Rutter Baer Inc lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 5.9% during the 3rd quarter. Shotwell Rutter Baer Inc now owns 20,006 shares of the company’s stock valued at $983,000 after purchasing an additional 1,110 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of USXF opened at $52.34 on Monday. The firm has a market cap of $1.38 billion, a P/E ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a twelve month low of $41.00 and a twelve month high of $52.76. The firm’s 50 day moving average price is $51.08 and its two-hundred day moving average price is $49.34.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a dividend of $0.1691 per share. 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.

iShares ESG Advanced MSCI USA ETF Company Profile

(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.

Further Reading

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

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