U.S. Capital Wealth Advisors LLC Makes New Investment in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

U.S. Capital Wealth Advisors LLC acquired a new position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,136 shares of the company’s stock, valued at approximately $205,000.

A number of other hedge funds have also made changes to their positions in USXF. Concourse Financial Group Securities Inc. lifted its position in iShares ESG Advanced MSCI USA ETF by 38.7% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 2,283 shares of the company’s stock worth $79,000 after acquiring an additional 637 shares in the last quarter. McGlone Suttner Wealth Management Inc. purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF during the fourth quarter valued at approximately $102,000. Spire Wealth Management lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 63.4% during the third quarter. Spire Wealth Management now owns 4,949 shares of the company’s stock worth $172,000 after purchasing an additional 1,920 shares in the last quarter. Kestra Private Wealth Services LLC purchased a new position in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at $208,000. Finally, Pallas Capital Advisors LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter valued at $216,000.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ:USXF opened at $43.78 on Thursday. The firm has a 50-day moving average of $43.87 and a two-hundred day moving average of $40.73. The stock has a market cap of $971.92 million, a P/E ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 1-year low of $32.77 and a 1-year high of $45.47.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were issued a $0.1057 dividend. The ex-dividend date was Thursday, March 21st. This represents a $0.42 annualized dividend and a yield of 0.97%.

iShares ESG Advanced MSCI USA ETF 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.