National Wealth Management Group LLC Purchases 658 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

National Wealth Management Group LLC increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 3.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,074 shares of the company’s stock after purchasing an additional 658 shares during the quarter. National Wealth Management Group LLC owned approximately 0.07% of iShares ESG Advanced MSCI USA ETF worth $899,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Aire Advisors LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 4th quarter worth approximately $200,000. Kestra Private Wealth Services LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 9.9% in the fourth quarter. Kestra Private Wealth Services LLC now owns 9,154 shares of the company’s stock valued at $455,000 after acquiring an additional 823 shares in the last quarter. FMR LLC increased its position in iShares ESG Advanced MSCI USA ETF by 20.5% during the 3rd quarter. FMR LLC now owns 26,872 shares of the company’s stock valued at $1,319,000 after purchasing an additional 4,568 shares during the period. Regatta Capital Group LLC raised its holdings in iShares ESG Advanced MSCI USA ETF by 6.2% in the 4th quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock worth $4,518,000 after purchasing an additional 5,306 shares in the last quarter. Finally, Captrust Financial Advisors purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth about $253,000.

iShares ESG Advanced MSCI USA ETF Price Performance

Shares of NASDAQ USXF opened at $46.67 on Tuesday. iShares ESG Advanced MSCI USA ETF has a 1 year low of $41.43 and a 1 year high of $52.76. The stock has a market capitalization of $1.23 billion, a P/E ratio of 26.69 and a beta of 1.03. The company’s 50-day moving average is $49.58 and its 200 day moving average is $50.15.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently announced 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 of this dividend was Tuesday, March 18th.

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.