Perigon Wealth Management LLC Grows Stock Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Perigon Wealth Management LLC lifted its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 16.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 11,328 shares of the company’s stock after purchasing an additional 1,604 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $451,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Venturi Wealth Management LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 2.8% in the fourth quarter. Venturi Wealth Management LLC now owns 10,070 shares of the company’s stock worth $401,000 after buying an additional 274 shares in the last quarter. West Wealth Group LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 2.4% during the fourth quarter. West Wealth Group LLC now owns 11,802 shares of the company’s stock valued at $470,000 after acquiring an additional 279 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 2.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 18,506 shares of the company’s stock worth $567,000 after purchasing an additional 379 shares during the period. Advisory Services Network LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.6% in the first quarter. Advisory Services Network LLC now owns 6,178 shares of the company’s stock worth $204,000 after purchasing an additional 383 shares during the last quarter. Finally, Aspire Private Capital LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter worth about $13,888,980,000.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF opened at $42.78 on Tuesday. The firm has a market capitalization of $941.16 million, a price-to-earnings ratio of 19.94 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a one year low of $32.32 and a one year high of $45.47. The business has a 50 day simple moving average of $43.82 and a two-hundred day simple moving average of $39.85.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were issued a $0.1057 dividend. The ex-dividend date was Thursday, March 21st. This represents a $0.42 annualized dividend and a yield of 0.99%.

iShares ESG Advanced MSCI USA ETF 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.