Sofi Wealth LLC Increases Position in iShares ESG Advanced MSCI USA ETF $USXF

Sofi Wealth LLC increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 24.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor 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 makes up 0.2% of Sofi Wealth LLC’s portfolio, making the stock its 22nd biggest position. Sofi Wealth LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $4,055,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of USXF. Smartleaf Asset Management LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF in the 2nd quarter valued at approximately $26,000. Investors Research Corp boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 82.4% during the 4th quarter. Investors Research Corp now owns 549 shares of the company’s stock valued at $32,000 after buying an additional 248 shares during the last quarter. NBT Bank N A NY grew its position in shares of iShares ESG Advanced MSCI USA ETF by 1,041.4% during the first quarter. NBT Bank N A NY now owns 662 shares of the company’s stock worth $37,000 after buying an additional 604 shares in the last quarter. Triumph Capital Management bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the third quarter worth $46,000. Finally, Birchbrook Inc. increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 128.7% in the fourth quarter. Birchbrook Inc. now owns 814 shares of the company’s stock worth $47,000 after buying an additional 458 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

USXF opened at $66.65 on Friday. The stock has a market capitalization of $1.42 billion, a PE ratio of 28.41 and a beta of 1.08. The firm’s fifty day moving average price is $67.40 and its 200 day moving average price is $61.74. 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 business also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were given a $0.1226 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.49 annualized dividend and a dividend yield of 0.7%.

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.