National Wealth Management Group LLC Buys 2,638 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

National Wealth Management Group LLC grew its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 28.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,042 shares of the company’s stock after acquiring an additional 2,638 shares during the period. National Wealth Management Group LLC owned 0.06% of iShares ESG Advanced MSCI USA ETF worth $480,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. CWM LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 392.4% in the third quarter. CWM LLC now owns 2,019 shares of the company’s stock worth $70,000 after acquiring an additional 1,609 shares during the last quarter. Concourse Financial Group Securities Inc. grew its position in shares of iShares ESG Advanced MSCI USA ETF by 38.7% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 2,283 shares of the company’s stock worth $79,000 after buying an additional 637 shares during the period. McGlone Suttner Wealth Management Inc. acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $102,000. Spire Wealth Management grew its position in shares of iShares ESG Advanced MSCI USA ETF by 63.4% during the 3rd quarter. Spire Wealth Management now owns 4,949 shares of the company’s stock worth $172,000 after buying an additional 1,920 shares during the period. Finally, Pallas Capital Advisors LLC acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $216,000.

iShares ESG Advanced MSCI USA ETF Trading Up 1.2 %

Shares of NASDAQ:USXF traded up $0.49 during trading on Monday, hitting $42.05. 46,042 shares of the company’s stock were exchanged, compared to its average volume of 82,989. iShares ESG Advanced MSCI USA ETF has a 1-year low of $32.32 and a 1-year high of $45.47. The firm has a 50-day moving average price of $43.80 and a two-hundred day moving average price of $40.12. The firm has a market cap of $931.41 million, a P/E ratio of 30.00 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were given a dividend of $0.1057 per share. This represents a $0.42 annualized dividend and a dividend yield of 1.01%. The ex-dividend date of this dividend was Thursday, March 21st.

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.