Patriot Financial Group Insurance Agency LLC Reduces Stock Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Patriot Financial Group Insurance Agency LLC lowered its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 40.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,771 shares of the company’s stock after selling 5,973 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $436,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of USXF. Perigon Wealth Management LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 30.4% during the fourth quarter. Perigon Wealth Management LLC now owns 36,958 shares of the company’s stock worth $1,870,000 after buying an additional 8,614 shares during the period. MBE Wealth Management LLC purchased a new position in iShares ESG Advanced MSCI USA ETF during the fourth quarter worth about $240,000. West Wealth Group LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 17.4% during the fourth quarter. West Wealth Group LLC now owns 12,880 shares of the company’s stock worth $640,000 after buying an additional 1,911 shares during the period. Capital Asset Advisory Services LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 10.6% during the fourth quarter. Capital Asset Advisory Services LLC now owns 4,804 shares of the company’s stock worth $243,000 after buying an additional 460 shares during the period. Finally, Regatta Capital Group LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 6.2% during the fourth quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock worth $4,518,000 after buying an additional 5,306 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

NASDAQ USXF opened at $50.34 on Thursday. The firm has a 50 day simple moving average of $51.06 and a 200-day simple moving average of $49.38. iShares ESG Advanced MSCI USA ETF has a one year low of $41.00 and a one year high of $52.76. The firm has a market cap of $1.33 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

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

About iShares ESG Advanced MSCI USA ETF

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.