Ascent Group LLC Trims Position in iShares ESG Advanced MSCI USA ETF $USXF

Ascent Group LLC cut its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 28.7% in the second quarter, HoldingsChannel reports. The firm owned 8,526 shares of the company’s stock after selling 3,436 shares during the period. Ascent Group LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $460,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Golden State Wealth Management LLC lifted its position in iShares ESG Advanced MSCI USA ETF by 37.3% during the first quarter. Golden State Wealth Management LLC now owns 5,911 shares of the company’s stock valued at $276,000 after purchasing an additional 1,606 shares during the period. NBC Securities Inc. purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF in the first quarter worth about $38,000. Janney Montgomery Scott LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 4.3% in the first quarter. Janney Montgomery Scott LLC now owns 94,337 shares of the company’s stock worth $4,403,000 after buying an additional 3,881 shares during the last quarter. HighTower Advisors LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 32.0% in the first quarter. HighTower Advisors LLC now owns 38,919 shares of the company’s stock worth $1,816,000 after buying an additional 9,435 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 1.9% in the first quarter. Envestnet Asset Management Inc. now owns 5,174,807 shares of the company’s stock worth $241,508,000 after buying an additional 94,960 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Down 0.7%

Shares of USXF opened at $57.49 on Wednesday. iShares ESG Advanced MSCI USA ETF has a 52 week low of $40.01 and a 52 week high of $58.16. The company has a market capitalization of $1.20 billion, a price-to-earnings ratio of 28.41 and a beta of 1.03. The stock’s 50-day moving average price is $56.34 and its 200-day moving average price is $52.22.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were given a $0.1251 dividend. The ex-dividend date was Tuesday, September 16th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.9%.

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.