National Wealth Management Group LLC Boosts Stock Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

National Wealth Management Group LLC raised its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 3.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,074 shares of the company’s stock after purchasing an additional 658 shares during the quarter. National Wealth Management Group LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $899,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in USXF. LPL Financial LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 78.8% during the fourth quarter. LPL Financial LLC now owns 1,048,166 shares of the company’s stock worth $52,115,000 after buying an additional 462,065 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 10.9% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 1,507,637 shares of the company’s stock worth $74,960,000 after acquiring an additional 148,520 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 28.1% in the 4th quarter. JPMorgan Chase & Co. now owns 609,056 shares of the company’s stock worth $30,282,000 after acquiring an additional 133,495 shares during the period. Spinnaker Trust increased its stake in iShares ESG Advanced MSCI USA ETF by 64.1% in the 4th quarter. Spinnaker Trust now owns 332,968 shares of the company’s stock valued at $16,555,000 after purchasing an additional 130,004 shares in the last quarter. Finally, Park Avenue Securities LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 17.1% in the 4th quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock valued at $23,061,000 after purchasing an additional 67,796 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Up 0.4 %

NASDAQ:USXF opened at $46.67 on Tuesday. iShares ESG Advanced MSCI USA ETF has a 52-week low of $41.43 and a 52-week high of $52.76. The stock has a fifty day simple moving average of $49.58 and a 200-day simple moving average of $50.15. The company has a market capitalization of $1.23 billion, a PE ratio of 26.69 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a dividend of $0.1026 per share. The ex-dividend date was Tuesday, March 18th.

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.