iShares ESG Advanced MSCI USA ETF $USXF Stock Position Trimmed by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC decreased its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 67.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,060 shares of the company’s stock after selling 31,287 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $1,025,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Investors Research Corp raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 18.6% during the second quarter. Investors Research Corp now owns 995 shares of the company’s stock valued at $69,000 after purchasing an additional 156 shares during the period. Invera Wealth Advisors LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 0.3% in the third quarter. Invera Wealth Advisors LLC now owns 48,405 shares of the company’s stock valued at $3,294,000 after purchasing an additional 159 shares during the period. EverSource Wealth Advisors LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 3.7% in the first quarter. EverSource Wealth Advisors LLC now owns 8,232 shares of the company’s stock valued at $454,000 after purchasing an additional 290 shares during the period. Trilogy Capital Inc. boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 7.2% in the second quarter. Trilogy Capital Inc. now owns 5,664 shares of the company’s stock valued at $393,000 after purchasing an additional 382 shares during the period. Finally, Beacon Financial Group grew its holdings in iShares ESG Advanced MSCI USA ETF by 6.2% during the 1st quarter. Beacon Financial Group now owns 6,514 shares of the company’s stock valued at $360,000 after purchasing an additional 383 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF traded up $0.62 during trading hours on Friday, reaching $61.84. 79,166 shares of the stock traded hands, compared to its average volume of 69,695. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $53.05 and a fifty-two week high of $70.69. The company has a market cap of $1.34 billion, a price-to-earnings ratio of 28.41 and a beta of 1.10. The firm’s fifty day simple moving average is $67.23 and its two-hundred day simple moving average is $64.26.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 18th. Stockholders of record on Tuesday, September 15th were paid a dividend of $0.1490 per share. This is an increase from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.1226. The ex-dividend date was Tuesday, September 15th. This represents a $0.60 annualized dividend and a dividend yield of 1.0%.

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.