iShares ESG Advanced MSCI USA ETF $USXF Shares Purchased by Sofi Wealth LLC

Sofi Wealth LLC grew its position in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 24.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,467 shares of the company’s stock after acquiring an additional 14,616 shares during the quarter. iShares ESG Advanced MSCI USA ETF comprises 0.2% of Sofi Wealth LLC’s portfolio, making the stock its 22nd biggest position. Sofi Wealth LLC owned about 0.35% of iShares ESG Advanced MSCI USA ETF worth $4,055,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Navigation Group LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF during the 1st quarter worth approximately $578,000. Bank of New York Mellon Corp grew its stake in iShares ESG Advanced MSCI USA ETF by 17.6% during the first quarter. Bank of New York Mellon Corp now owns 39,030 shares of the company’s stock worth $2,154,000 after buying an additional 5,834 shares during the period. Sanctuary Advisors LLC grew its stake in iShares ESG Advanced MSCI USA ETF by 1.9% during the first quarter. Sanctuary Advisors LLC now owns 53,617 shares of the company’s stock worth $2,960,000 after buying an additional 979 shares during the period. Diversify Wealth Management LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 43.5% in the first quarter. Diversify Wealth Management LLC now owns 11,008 shares of the company’s stock worth $608,000 after acquiring an additional 3,339 shares in the last quarter. Finally, Valmark Advisers Inc. increased its position in shares of iShares ESG Advanced MSCI USA ETF by 14.1% in the first quarter. Valmark Advisers Inc. now owns 9,108 shares of the company’s stock worth $503,000 after acquiring an additional 1,124 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ:USXF opened at $66.65 on Friday. The business’s 50-day moving average is $67.40 and its two-hundred day moving average is $61.74. The firm has a market capitalization of $1.42 billion, a PE ratio of 28.41 and a beta of 1.08. iShares ESG Advanced MSCI USA ETF has a 12 month low of $53.05 and a 12 month high of $69.89.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently announced 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. This represents a $0.49 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend 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.