Tempus Wealth Planning LLC Increases Stock Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Tempus Wealth Planning LLC grew its holdings in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 11.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,671 shares of the company’s stock after purchasing an additional 700 shares during the period. Tempus Wealth Planning LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $301,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. B. Riley Wealth Advisors Inc. lifted its holdings in iShares ESG Advanced MSCI USA ETF by 67.8% in the third quarter. B. Riley Wealth Advisors Inc. now owns 18,421 shares of the company’s stock valued at $641,000 after acquiring an additional 7,440 shares during the period. WBH Advisory Inc. acquired a new position in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth $281,000. Atwater Malick LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 4.5% during the 4th quarter. Atwater Malick LLC now owns 36,585 shares of the company’s stock worth $1,457,000 after buying an additional 1,579 shares during the last quarter. Mutual Advisors LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth $337,000. Finally, Invera Wealth Advisors LLC acquired a new position in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth $6,696,000.

iShares ESG Advanced MSCI USA ETF Stock Up 1.0 %

NASDAQ:USXF opened at $47.04 on Friday. The company has a market capitalization of $1.04 billion, a PE ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 52-week low of $33.13 and a 52-week high of $47.99. The stock has a fifty day simple moving average of $45.42 and a 200-day simple moving average of $43.40.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 17th. Investors of record on Tuesday, June 11th were given a dividend of $0.0901 per share. This represents a $0.36 dividend on an annualized basis and a yield of 0.77%. The ex-dividend date of this dividend was Tuesday, June 11th.

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.