iShares ESG Advanced MSCI USA ETF $USXF Shares Acquired by Decker Retirement Planning Inc.

Decker Retirement Planning Inc. grew its position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 12.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 93,408 shares of the company’s stock after purchasing an additional 10,182 shares during the quarter. iShares ESG Advanced MSCI USA ETF comprises approximately 2.3% of Decker Retirement Planning Inc.’s investment portfolio, making the stock its 10th largest position. Decker Retirement Planning Inc. owned approximately 0.45% of iShares ESG Advanced MSCI USA ETF worth $5,156,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of USXF. Penobscot Wealth Management raised its stake in iShares ESG Advanced MSCI USA ETF by 9.1% during the first quarter. Penobscot Wealth Management now owns 6,494 shares of the company’s stock worth $358,000 after buying an additional 539 shares during the last quarter. Hoxton Planning & Management LLC lifted its holdings in iShares ESG Advanced MSCI USA ETF by 19.4% in the first quarter. Hoxton Planning & Management LLC now owns 7,405 shares of the company’s stock valued at $409,000 after buying an additional 1,205 shares during the period. Apella Capital LLC bought a new stake in iShares ESG Advanced MSCI USA ETF during the first quarter valued at $12,653,000. Stewardship Advisors LLC boosted its position in iShares ESG Advanced MSCI USA ETF by 3.1% during the first quarter. Stewardship Advisors LLC now owns 16,665 shares of the company’s stock valued at $920,000 after acquiring an additional 494 shares during the last quarter. Finally, Brookstone Capital Management acquired a new stake in iShares ESG Advanced MSCI USA ETF during the 1st quarter worth about $547,000.

iShares ESG Advanced MSCI USA ETF Trading Up 1.2%

USXF stock opened at $68.40 on Friday. The firm has a market cap of $1.45 billion, a PE ratio of 28.41 and a beta of 1.09. The stock has a 50-day moving average price of $65.90 and a 200-day moving average price of $60.67. iShares ESG Advanced MSCI USA ETF has a 1-year low of $52.98 and a 1-year high of $69.89.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were issued a $0.1226 dividend. This represents a $0.49 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Monday, June 15th.

iShares ESG Advanced MSCI USA ETF Company Profile

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.