Opes Wealth Management LLC Trims Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Opes Wealth Management LLC lessened its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 4.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 39,469 shares of the company’s stock after selling 1,955 shares during the quarter. Opes Wealth Management LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $1,572,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Mackenzie Financial Corp increased its position in iShares ESG Advanced MSCI USA ETF by 3.2% during the 4th quarter. Mackenzie Financial Corp now owns 340,150 shares of the company’s stock valued at $13,545,000 after purchasing an additional 10,700 shares during the period. Horst & Graben Wealth Management LLC increased its position in iShares ESG Advanced MSCI USA ETF by 1.9% during the 4th quarter. Horst & Graben Wealth Management LLC now owns 69,350 shares of the company’s stock valued at $2,762,000 after purchasing an additional 1,291 shares during the period. Keystone Financial Services increased its position in iShares ESG Advanced MSCI USA ETF by 9.7% during the 4th quarter. Keystone Financial Services now owns 15,901 shares of the company’s stock valued at $633,000 after purchasing an additional 1,404 shares during the period. Perigon Wealth Management LLC increased its position in iShares ESG Advanced MSCI USA ETF by 16.5% during the 4th quarter. Perigon Wealth Management LLC now owns 11,328 shares of the company’s stock valued at $451,000 after purchasing an additional 1,604 shares during the period. Finally, Financial Counselors Inc. increased its position in iShares ESG Advanced MSCI USA ETF by 23.1% during the 4th quarter. Financial Counselors Inc. now owns 11,476 shares of the company’s stock valued at $457,000 after purchasing an additional 2,152 shares during the period.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ USXF traded down $0.07 during trading on Thursday, reaching $42.22. 40,753 shares of the company’s stock traded hands, compared to its average volume of 83,902. The firm has a market cap of $935.17 million, a price-to-earnings ratio of 19.94 and a beta of 1.03. The company’s 50 day simple moving average is $43.84 and its two-hundred day simple moving average is $39.94. iShares ESG Advanced MSCI USA ETF has a 12-month low of $32.32 and a 12-month high of $45.47.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were given a dividend of $0.1057 per share. This represents a $0.42 dividend on an annualized basis and a yield of 1.00%. The ex-dividend date of this dividend was Thursday, March 21st.

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.