Perennial Investment Advisors LLC Boosts Stock Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Perennial Investment Advisors LLC increased its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 41.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,041 shares of the company’s stock after purchasing an additional 3,260 shares during the quarter. Perennial Investment Advisors LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $549,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Wells Fargo & Company MN grew its holdings in iShares ESG Advanced MSCI USA ETF by 19.0% during the 4th quarter. Wells Fargo & Company MN now owns 92,475 shares of the company’s stock valued at $4,598,000 after buying an additional 14,775 shares in the last quarter. World Investment Advisors grew its stake in iShares ESG Advanced MSCI USA ETF by 10.7% during the fourth quarter. World Investment Advisors now owns 20,932 shares of the company’s stock valued at $1,041,000 after acquiring an additional 2,021 shares in the last quarter. National Wealth Management Group LLC grew its stake in iShares ESG Advanced MSCI USA ETF by 3.8% during the fourth quarter. National Wealth Management Group LLC now owns 18,074 shares of the company’s stock valued at $899,000 after acquiring an additional 658 shares in the last quarter. O Shaughnessy Asset Management LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $575,000. Finally, WealthTrak Capital Management LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 4th quarter worth approximately $39,000.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF opened at $42.02 on Friday. The firm has a market capitalization of $1.12 billion, a P/E ratio of 23.71 and a beta of 1.06. iShares ESG Advanced MSCI USA ETF has a one year low of $41.43 and a one year high of $52.76. The company has a fifty day moving average price of $49.00 and a 200-day moving average price of $50.05.

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 paid a $0.1026 dividend. The ex-dividend date was Tuesday, March 18th.

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.