Spire Wealth Management Has $172,000 Stock Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Spire Wealth Management boosted its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 63.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,949 shares of the company’s stock after purchasing an additional 1,920 shares during the quarter. Spire Wealth Management’s holdings in iShares ESG Advanced MSCI USA ETF were worth $172,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Bank of Montreal Can bought a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 2nd quarter valued at $65,000. CWM LLC lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 392.4% during the 3rd quarter. CWM LLC now owns 2,019 shares of the company’s stock valued at $70,000 after acquiring an additional 1,609 shares during the period. Concourse Financial Group Securities Inc. lifted its position in shares of 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 valued at $79,000 after acquiring an additional 637 shares during the period. UBS Group AG lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 82.4% during the 3rd quarter. UBS Group AG now owns 3,787 shares of the company’s stock valued at $106,000 after acquiring an additional 1,711 shares during the period. Finally, Morgan Stanley raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 1,281.9% during the 4th quarter. Morgan Stanley now owns 5,030 shares of the company’s stock worth $154,000 after buying an additional 4,666 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Performance

iShares ESG Advanced MSCI USA ETF stock opened at $42.70 on Friday. iShares ESG Advanced MSCI USA ETF has a 52 week low of $30.68 and a 52 week high of $42.77. The stock has a market capitalization of $892.43 million, a P/E ratio of 19.94 and a beta of 1.03. The stock has a fifty day moving average of $40.02 and a 200-day moving average of $37.29.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 27th. Stockholders of record on Thursday, December 21st were issued a dividend of $0.17 per share. The ex-dividend date was Wednesday, December 20th. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.59%. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.12.

iShares ESG Advanced MSCI USA ETF Company Profile

(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.

Further Reading

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

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