Atria Investments Inc Reduces Stock Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Atria Investments Inc trimmed its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 13.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,901 shares of the company’s stock after selling 1,700 shares during the quarter. Atria Investments Inc’s holdings in iShares ESG Advanced MSCI USA ETF were worth $542,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of USXF. Clarity Asset Management Inc. purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF in the third quarter worth approximately $37,000. WealthShield Partners LLC lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 14.7% during the fourth quarter. WealthShield Partners LLC now owns 1,704 shares of the company’s stock worth $85,000 after purchasing an additional 219 shares during the last quarter. Hanson & Doremus Investment Management boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 28.9% during the fourth quarter. Hanson & Doremus Investment Management now owns 1,847 shares of the company’s stock valued at $92,000 after purchasing an additional 414 shares during the period. Archer Investment Corp grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 247.4% in the fourth quarter. Archer Investment Corp now owns 1,980 shares of the company’s stock worth $98,000 after purchasing an additional 1,410 shares during the last quarter. Finally, Global Retirement Partners LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 19.2% in the 4th quarter. Global Retirement Partners LLC now owns 2,089 shares of the company’s stock worth $104,000 after buying an additional 337 shares during the period.

iShares ESG Advanced MSCI USA ETF Price Performance

iShares ESG Advanced MSCI USA ETF stock opened at $47.61 on Friday. The stock has a market cap of $1.25 billion, a price-to-earnings ratio of 28.53 and a beta of 1.03. The firm has a 50-day moving average of $50.19 and a two-hundred day moving average of $50.10. iShares ESG Advanced MSCI USA ETF has a 1 year low of $41.43 and a 1 year high of $52.76.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.1691 per share. The ex-dividend date was Tuesday, December 17th. This is a positive change from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13.

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.