LifePlan Investment Advisors Inc. Increases Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

LifePlan Investment Advisors Inc. raised its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 62.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,303 shares of the company’s stock after purchasing an additional 5,487 shares during the quarter. LifePlan Investment Advisors Inc.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $711,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in USXF. Aire Advisors LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter worth $200,000. Kestra Private Wealth Services LLC grew its stake in shares of 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 worth $455,000 after acquiring an additional 823 shares in the last quarter. Regatta Capital Group LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.2% in the fourth quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock worth $4,518,000 after acquiring an additional 5,306 shares in the last quarter. Commonwealth Equity Services LLC grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 7.5% in the fourth quarter. Commonwealth Equity Services LLC now owns 77,049 shares of the company’s stock worth $3,831,000 after acquiring an additional 5,377 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of iShares ESG Advanced MSCI USA ETF by 28.1% in the fourth quarter. JPMorgan Chase & Co. now owns 609,056 shares of the company’s stock worth $30,282,000 after acquiring an additional 133,495 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Down 0.1%

NASDAQ:USXF opened at $48.30 on Monday. The company has a fifty day simple moving average of $46.19 and a two-hundred day simple moving average of $49.28. The company has a market cap of $1.29 billion, a price-to-earnings ratio of 24.32 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 firm also recently declared a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were paid a $0.1026 dividend. The ex-dividend date of this dividend 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.