WBH Advisory Inc. Reduces Stock Position in iShares ESG Advanced MSCI USA ETF $USXF

WBH Advisory Inc. lowered its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 23.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,112 shares of the company’s stock after selling 2,138 shares during the quarter. WBH Advisory Inc.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $384,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. MAI Capital Management lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 1.1% in the 1st quarter. MAI Capital Management now owns 18,589 shares of the company’s stock worth $868,000 after buying an additional 200 shares during the period. Comerica Bank lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 5.6% in the 1st quarter. Comerica Bank now owns 4,111 shares of the company’s stock worth $192,000 after buying an additional 219 shares during the period. Endeavor Private Wealth Inc. lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 5.1% in the 1st quarter. Endeavor Private Wealth Inc. now owns 4,904 shares of the company’s stock worth $229,000 after buying an additional 237 shares during the period. Axxcess Wealth Management LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 5.9% in the 1st quarter. Axxcess Wealth Management LLC now owns 5,087 shares of the company’s stock worth $237,000 after buying an additional 283 shares during the period. Finally, JFS Wealth Advisors LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 6.7% in the 1st quarter. JFS Wealth Advisors LLC now owns 4,641 shares of the company’s stock worth $217,000 after buying an additional 293 shares during the period.

iShares ESG Advanced MSCI USA ETF Trading Up 0.7%

Shares of USXF stock opened at $57.50 on Tuesday. iShares ESG Advanced MSCI USA ETF has a twelve month low of $40.01 and a twelve month high of $58.38. The stock has a market capitalization of $1.20 billion, a price-to-earnings ratio of 28.41 and a beta of 1.03. The stock has a fifty day simple moving average of $56.67 and a two-hundred day simple moving average of $52.93.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were given a $0.1251 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 16th.

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.