iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Shares Sold by JMG Financial Group Ltd.

JMG Financial Group Ltd. lessened its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 46.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 16,957 shares of the company’s stock after selling 14,534 shares during the period. JMG Financial Group Ltd.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $675,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. CWM LLC raised its holdings in shares of iShares ESG Advanced MSCI USA ETF by 392.4% in the 3rd quarter. CWM LLC now owns 2,019 shares of the company’s stock valued at $70,000 after buying an additional 1,609 shares during the period. Concourse Financial Group Securities Inc. increased its position in shares of iShares ESG Advanced MSCI USA ETF by 38.7% during the third quarter. Concourse Financial Group Securities Inc. now owns 2,283 shares of the company’s stock worth $79,000 after acquiring an additional 637 shares during the period. McGlone Suttner Wealth Management Inc. acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter valued at $102,000. Spire Wealth Management boosted its holdings in iShares ESG Advanced MSCI USA ETF by 63.4% in the third quarter. Spire Wealth Management now owns 4,949 shares of the company’s stock valued at $172,000 after purchasing an additional 1,920 shares during the period. Finally, Pallas Capital Advisors LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth about $216,000.

iShares ESG Advanced MSCI USA ETF Stock Performance

USXF stock traded up $0.68 during mid-day trading on Tuesday, reaching $42.73. The company had a trading volume of 36,137 shares, compared to its average volume of 82,388. The firm has a fifty day simple moving average of $43.81 and a 200 day simple moving average of $40.17. The company has a market capitalization of $946.47 million, a price-to-earnings ratio of 30.00 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $32.32 and a fifty-two week high of $45.47.

iShares ESG Advanced MSCI USA ETF Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were paid a $0.1057 dividend. This represents a $0.42 dividend on an annualized basis and a yield of 0.99%. The ex-dividend date was Thursday, March 21st.

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.