Values Added Financial LLC Raises Stock Holdings in iShares ESG Advanced MSCI USA ETF $USXF

Values Added Financial LLC boosted its position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 59.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 23,430 shares of the company’s stock after acquiring an additional 8,701 shares during the quarter. Values Added Financial LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $1,343,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Smartleaf Asset Management LLC bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the second quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new position in iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at about $32,000. Clarity Asset Management Inc. purchased a new position in iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at about $44,000. Ameritas Advisory Services LLC bought a new position in iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at approximately $56,000. Finally, Rossmore Private Capital purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth approximately $80,000.

iShares ESG Advanced MSCI USA ETF Stock Performance

USXF opened at $58.74 on Monday. The stock’s 50 day moving average price is $57.77 and its 200-day moving average price is $57.02. iShares ESG Advanced MSCI USA ETF has a 52-week low of $40.01 and a 52-week high of $59.94. The stock has a market capitalization of $1.26 billion, a PE ratio of 28.41 and a beta of 1.05.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were issued a $0.1785 dividend. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.13. The ex-dividend date was Tuesday, December 16th. This represents a $0.71 annualized dividend and a yield of 1.2%.

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.