iShares ESG Advanced MSCI USA ETF $USXF Shares Sold by Apella Capital LLC

Apella Capital LLC decreased its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 5.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 216,100 shares of the company’s stock after selling 11,444 shares during the quarter. Apella Capital LLC owned approximately 1.01% of iShares ESG Advanced MSCI USA ETF worth $15,044,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Tompkins Financial Corp purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth approximately $6,071,000. Sei Investments Co. increased its holdings in shares of iShares ESG Advanced MSCI USA ETF by 5.5% during the 1st quarter. Sei Investments Co. now owns 876,093 shares of the company’s stock valued at $48,360,000 after purchasing an additional 45,550 shares in the last quarter. Highland Financial Advisors LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 60.7% in the 2nd quarter. Highland Financial Advisors LLC now owns 77,452 shares of the company’s stock valued at $5,379,000 after purchasing an additional 29,248 shares during the period. Optas LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 72.5% during the first quarter. Optas LLC now owns 58,260 shares of the company’s stock worth $3,216,000 after buying an additional 24,486 shares in the last quarter. Finally, Baird Financial Group Inc. acquired a new stake in iShares ESG Advanced MSCI USA ETF during the second quarter valued at $1,648,000.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF stock traded down $0.92 during midday trading on Thursday, hitting $68.70. 43,337 shares of the stock traded hands, compared to its average volume of 70,713. iShares ESG Advanced MSCI USA ETF has a 1-year low of $53.05 and a 1-year high of $70.69. The stock’s fifty day simple moving average is $68.26 and its 200-day simple moving average is $65.76. The firm has a market cap of $1.47 billion, a P/E ratio of 28.41 and a beta of 1.09.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Tuesday, September 15th were paid a $0.1490 dividend. The ex-dividend date was Tuesday, September 15th. This represents a $0.60 annualized dividend and a dividend yield of 0.9%. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous quarterly dividend of $0.1226.

iShares ESG Advanced MSCI USA ETF 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.