One Wealth Capital Management LLC Makes New Investment in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

One Wealth Capital Management LLC purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 20,334 shares of the company’s stock, valued at approximately $1,011,000. One Wealth Capital Management LLC owned 0.08% of iShares ESG Advanced MSCI USA ETF at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Sei Investments Co. increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 133.6% during the 2nd quarter. Sei Investments Co. now owns 398,850 shares of the company’s stock worth $18,578,000 after purchasing an additional 228,107 shares in the last quarter. Williams Financial LLC purchased a new position in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter worth about $6,784,000. Sanctuary Advisors LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the 2nd quarter valued at $2,607,000. Thrivent Financial for Lutherans grew its position in iShares ESG Advanced MSCI USA ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 202,305 shares of the company’s stock valued at $9,929,000 after acquiring an additional 52,843 shares during the period. Finally, SigFig Wealth Management LLC grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 8.4% during the 2nd quarter. SigFig Wealth Management LLC now owns 604,534 shares of the company’s stock worth $28,159,000 after purchasing an additional 46,773 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Down 1.9 %

Shares of USXF stock traded down $0.98 during mid-day trading on Tuesday, reaching $50.10. The company’s stock had a trading volume of 76,987 shares, compared to its average volume of 68,850. The firm has a market capitalization of $1.30 billion, a PE ratio of 30.78 and a beta of 1.03. The company’s 50 day simple moving average is $51.13 and its 200-day simple moving average is $48.95. iShares ESG Advanced MSCI USA ETF has a 12-month low of $38.98 and a 12-month high of $52.69.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a $0.1691 dividend. The ex-dividend date of this dividend was Tuesday, December 17th. This is a positive change from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13.

About iShares ESG Advanced MSCI USA ETF

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Receive News & Ratings for iShares ESG Advanced MSCI USA ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Advanced MSCI USA ETF and related companies with MarketBeat.com's FREE daily email newsletter.