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

Posted by Stanley Muller on Jan 27th, 2025

West Wealth Group LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 17.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund 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.

Other hedge funds and other institutional investors have also modified their holdings of the company. Clarity Asset Management Inc. bought a new position in iShares ESG Advanced MSCI USA ETF in the 3rd quarter valued at $37,000. MassMutual Private Wealth & Trust FSB acquired a new position in shares of iShares ESG Advanced MSCI USA ETF during the fourth quarter valued at $149,000. Merit Financial Group LLC bought a new position in iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at about $210,000. Simplicity Wealth LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF in the third quarter worth about $212,000. Finally, Trilogy Capital Inc. bought a new stake in iShares ESG Advanced MSCI USA ETF during the 3rd quarter worth about $214,000.

iShares ESG Advanced MSCI USA ETF Trading Down 0.6 %

iShares ESG Advanced MSCI USA ETF stock opened at $52.34 on Monday. iShares ESG Advanced MSCI USA ETF has a 1 year low of $41.00 and a 1 year high of $52.76. The company’s 50-day moving average is $51.08 and its two-hundred day moving average is $49.34. The company has a market cap of $1.38 billion, a PE 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. Shareholders of record on Tuesday, December 17th were paid a $0.1691 dividend. The ex-dividend date 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.