Brookstone Capital Management Buys New Shares in iShares ESG Advanced MSCI USA ETF $USXF

Brookstone Capital Management acquired a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 9,906 shares of the company’s stock, valued at approximately $547,000.

Other hedge funds have also recently modified their holdings of the company. LPL Financial LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 1.8% during the 4th quarter. LPL Financial LLC now owns 897,925 shares of the company’s stock valued at $51,703,000 after purchasing an additional 15,591 shares in the last quarter. Sei Investments Co. increased its holdings in shares of iShares ESG Advanced MSCI USA ETF by 8.4% in the 3rd quarter. Sei Investments Co. now owns 775,582 shares of the company’s stock worth $44,448,000 after purchasing an additional 60,398 shares in the last quarter. SigFig Wealth Management LLC raised its position in iShares ESG Advanced MSCI USA ETF by 0.4% in the 4th quarter. SigFig Wealth Management LLC now owns 670,255 shares of the company’s stock worth $38,593,000 after buying an additional 2,987 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 0.3% during the fourth quarter. JPMorgan Chase & Co. now owns 500,953 shares of the company’s stock valued at $28,845,000 after purchasing an additional 1,513 shares during the last quarter. Finally, Orion Porfolio Solutions LLC lifted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 751.0% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 402,982 shares of the company’s stock valued at $22,910,000 after buying an additional 355,630 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of NASDAQ:USXF opened at $67.36 on Friday. The stock has a market capitalization of $1.42 billion, a price-to-earnings ratio of 28.41 and a beta of 1.09. The stock’s 50-day simple moving average is $66.03 and its two-hundred day simple moving average is $60.72. iShares ESG Advanced MSCI USA ETF has a 52-week low of $53.05 and a 52-week high of $69.89.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

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

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