WealthTrak Capital Management LLC Makes New $39,000 Investment in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

WealthTrak Capital Management LLC purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 794 shares of the company’s stock, valued at approximately $39,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. WealthShield Partners LLC grew its stake in iShares ESG Advanced MSCI USA ETF by 14.7% in the 4th quarter. WealthShield Partners LLC now owns 1,704 shares of the company’s stock valued at $85,000 after buying an additional 219 shares in the last quarter. Buttonwood Financial Group LLC boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 2.2% in the fourth quarter. Buttonwood Financial Group LLC now owns 10,802 shares of the company’s stock worth $565,000 after acquiring an additional 232 shares during the period. Global Retirement Partners LLC grew its position in shares of iShares ESG Advanced MSCI USA ETF by 19.2% in the fourth quarter. Global Retirement Partners LLC now owns 2,089 shares of the company’s stock valued at $104,000 after purchasing an additional 337 shares in the last quarter. Harbour Investments Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 5.2% during the 4th quarter. Harbour Investments Inc. now owns 6,874 shares of the company’s stock valued at $342,000 after purchasing an additional 337 shares during the period. Finally, My Legacy Advisors LLC lifted its holdings in iShares ESG Advanced MSCI USA ETF by 4.5% during the 4th quarter. My Legacy Advisors LLC now owns 7,922 shares of the company’s stock worth $400,000 after purchasing an additional 341 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Down 1.8 %

USXF stock opened at $46.50 on Friday. The stock has a 50-day simple moving average of $49.67 and a two-hundred day simple moving average of $50.12. iShares ESG Advanced MSCI USA ETF has a twelve month low of $41.43 and a twelve month high of $52.76. The firm has a market capitalization of $1.23 billion, a PE ratio of 26.69 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were paid 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.