Assetmark Inc. Has $5.92 Million Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Assetmark Inc. boosted its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 30.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 119,064 shares of the company’s stock after purchasing an additional 27,748 shares during the quarter. Assetmark Inc. owned about 0.45% of iShares ESG Advanced MSCI USA ETF worth $5,920,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in USXF. Spinnaker Trust boosted its stake in iShares ESG Advanced MSCI USA ETF by 64.1% in the 4th quarter. Spinnaker Trust now owns 332,968 shares of the company’s stock valued at $16,555,000 after purchasing an additional 130,004 shares during the period. Park Avenue Securities LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 17.1% in the 4th quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock valued at $23,061,000 after purchasing an additional 67,796 shares during the period. Thrivent Financial for Lutherans boosted its stake in iShares ESG Advanced MSCI USA ETF by 35.4% in the 3rd quarter. Thrivent Financial for Lutherans now owns 202,305 shares of the company’s stock valued at $9,929,000 after purchasing an additional 52,843 shares during the period. Integrated Wealth Concepts LLC boosted its stake in iShares ESG Advanced MSCI USA ETF by 70.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 90,422 shares of the company’s stock valued at $4,438,000 after purchasing an additional 37,521 shares during the period. Finally, Elios Financial Group Inc. bought a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 3rd quarter valued at $1,783,000.

iShares ESG Advanced MSCI USA ETF Stock Performance

NASDAQ:USXF opened at $48.13 on Friday. The stock has a fifty day moving average price of $50.51 and a 200-day moving average price of $50.15. The company has a market cap of $1.27 billion, a price-to-earnings ratio of 28.53 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $41.43 and a fifty-two week high of $52.76.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a dividend of $0.1691 per share. This is an increase 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

(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.

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

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