Gateway Wealth Partners LLC Grows Position in iShares ESG Advanced MSCI USA ETF $USXF

Gateway Wealth Partners LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report) by 218.4% in the first quarter, Holdings Channel.com reports. The fund owned 16,250 shares of the company’s stock after purchasing an additional 11,147 shares during the period. Gateway Wealth Partners LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $897,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of USXF. Orion Porfolio Solutions LLC grew its stake in iShares ESG Advanced MSCI USA ETF by 751.0% during the second quarter. Orion Porfolio Solutions LLC now owns 402,982 shares of the company’s stock valued at $22,910,000 after acquiring an additional 355,630 shares in the last quarter. Apella Capital LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF in the 1st quarter worth $12,653,000. Sei Investments Co. lifted its stake in iShares ESG Advanced MSCI USA ETF by 15.0% in the 2nd quarter. Sei Investments Co. now owns 715,184 shares of the company’s stock worth $38,570,000 after purchasing an additional 93,098 shares in the last quarter. Raymond James Financial Inc. boosted its holdings in shares of iShares ESG Advanced MSCI USA ETF by 318.0% during the 3rd quarter. Raymond James Financial Inc. now owns 104,620 shares of the company’s stock valued at $5,996,000 after purchasing an additional 79,592 shares during the last quarter. Finally, Avise Financial Cooperative Inc. bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter valued at about $3,775,000.

iShares ESG Advanced MSCI USA ETF Stock Down 2.3%

Shares of iShares ESG Advanced MSCI USA ETF stock opened at $64.24 on Thursday. iShares ESG Advanced MSCI USA ETF has a twelve month low of $53.05 and a twelve month high of $69.89. The business has a 50-day moving average price of $67.43 and a 200-day moving average price of $62.24. The firm has a market cap of $1.37 billion, a price-to-earnings ratio of 28.41 and a beta of 1.08.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a dividend of $0.1226 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.49 dividend on an annualized basis and a yield of 0.8%.

iShares ESG Advanced MSCI USA ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding USXF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFFree Report).

Institutional Ownership by Quarter for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Receive News & Ratings for iShares ESG Advanced MSCI USA ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Advanced MSCI USA ETF and related companies with MarketBeat.com's FREE daily email newsletter.