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

Perigon Wealth Management LLC increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 16.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,328 shares of the company’s stock after purchasing an additional 1,604 shares during the quarter. Perigon Wealth Management LLC owned 0.05% of iShares ESG Advanced MSCI USA ETF worth $451,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. BlackRock Inc. lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 119,605.8% during the 1st quarter. BlackRock Inc. now owns 3,372,112 shares of the company’s stock valued at $120,351,000 after acquiring an additional 3,369,295 shares during the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF during the third quarter valued at $49,585,000. International Assets Investment Management LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the 4th quarter valued at $45,016,000. JPMorgan Chase & Co. purchased a new position in iShares ESG Advanced MSCI USA ETF in the 4th quarter worth about $10,336,000. Finally, LPL Financial LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 126.8% in the 3rd quarter. LPL Financial LLC now owns 339,847 shares of the company’s stock worth $11,779,000 after purchasing an additional 189,978 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Down 1.3 %

USXF stock opened at $42.78 on Tuesday. The firm has a 50-day moving average of $43.82 and a two-hundred day moving average of $39.85. iShares ESG Advanced MSCI USA ETF has a one year low of $32.32 and a one year high of $45.47. The firm has a market capitalization of $941.16 million, a PE ratio of 19.94 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.99%.

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.