Valmark Advisers Inc. Buys 543 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Valmark Advisers Inc. boosted its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 7.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,644 shares of the company’s stock after purchasing an additional 543 shares during the quarter. Valmark Advisers Inc.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $380,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Park Avenue Securities LLC raised its position in shares of iShares ESG Advanced MSCI USA ETF by 17.1% in the 4th quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock valued at $23,061,000 after buying an additional 67,796 shares in the last quarter. Spinnaker Trust boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 64.1% during the 4th quarter. Spinnaker Trust now owns 332,968 shares of the company’s stock worth $16,555,000 after acquiring an additional 130,004 shares in the last quarter. Allworth Financial LP increased its stake in iShares ESG Advanced MSCI USA ETF by 1.7% in the third quarter. Allworth Financial LP now owns 298,169 shares of the company’s stock valued at $14,634,000 after acquiring an additional 5,117 shares during the last quarter. Financial Connections Group Inc. raised its position in iShares ESG Advanced MSCI USA ETF by 2.3% during the fourth quarter. Financial Connections Group Inc. now owns 214,356 shares of the company’s stock valued at $10,657,000 after purchasing an additional 4,905 shares in the last quarter. Finally, Thrivent Financial for Lutherans raised its position in iShares ESG Advanced MSCI USA ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 202,305 shares of the company’s stock valued at $9,929,000 after purchasing an additional 52,843 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of USXF stock opened at $52.00 on Wednesday. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $41.43 and a fifty-two week high of $52.76. The stock’s fifty day moving average price is $50.80 and its two-hundred day moving average price is $49.84. The company has a market cap of $1.37 billion, a PE ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.1691 dividend. The ex-dividend date of this dividend 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.