KWB Wealth Takes $262,000 Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

KWB Wealth acquired a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 5,271 shares of the company’s stock, valued at approximately $262,000.

Several other institutional investors have also modified their holdings of USXF. U.S. Capital Wealth Advisors LLC raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 8.7% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 7,562 shares of the company’s stock worth $376,000 after buying an additional 606 shares during the period. Tempus Wealth Planning LLC raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 14.4% in the fourth quarter. Tempus Wealth Planning LLC now owns 8,539 shares of the company’s stock worth $425,000 after buying an additional 1,072 shares during the period. Stratos Wealth Partners LTD. raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 27.2% in the fourth quarter. Stratos Wealth Partners LTD. now owns 41,485 shares of the company’s stock worth $2,063,000 after buying an additional 8,876 shares during the period. Trilogy Capital Inc. raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 25.6% in the fourth quarter. Trilogy Capital Inc. now owns 5,482 shares of the company’s stock worth $273,000 after buying an additional 1,117 shares during the period. Finally, Archer Investment Corp raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 247.4% in the fourth quarter. Archer Investment Corp now owns 1,980 shares of the company’s stock worth $98,000 after buying an additional 1,410 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Up 0.2%

USXF opened at $51.94 on Thursday. The stock’s fifty day moving average is $47.40 and its two-hundred day moving average is $49.29. The company has a market capitalization of $1.38 billion, a P/E ratio of 27.01 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 52 week low of $40.01 and a 52 week high of $52.76.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently disclosed 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.