iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Stake Lifted by Perigon Wealth Management LLC

Perigon Wealth Management LLC increased its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 30.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,958 shares of the company’s stock after acquiring an additional 8,614 shares during the period. Perigon Wealth Management LLC owned approximately 0.14% of iShares ESG Advanced MSCI USA ETF worth $1,870,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in USXF. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares ESG Advanced MSCI USA ETF by 5.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 17,201 shares of the company’s stock worth $801,000 after buying an additional 928 shares in the last quarter. Regal Investment Advisors LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 3.1% during the second quarter. Regal Investment Advisors LLC now owns 20,594 shares of the company’s stock worth $959,000 after buying an additional 622 shares in the last quarter. Sanctuary Advisors LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the second quarter worth approximately $2,607,000. Shotwell Rutter Baer Inc boosted its holdings in iShares ESG Advanced MSCI USA ETF by 5.9% during the third quarter. Shotwell Rutter Baer Inc now owns 20,006 shares of the company’s stock worth $983,000 after buying an additional 1,110 shares in the last quarter. Finally, Hoxton Planning & Management LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 15.8% during the third quarter. Hoxton Planning & Management LLC now owns 5,366 shares of the company’s stock worth $263,000 after buying an additional 733 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of NASDAQ:USXF opened at $50.34 on Thursday. The stock has a market capitalization of $1.33 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.00 and a 1-year high of $52.76. The company has a 50 day moving average price of $51.06 and a 200 day moving average price of $49.38.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a dividend of $0.1691 per share. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13. The ex-dividend date of this dividend was Tuesday, December 17th.

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.