Oregon Pacific Wealth Management LLC Takes Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Oregon Pacific Wealth Management LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 13,487 shares of the company’s stock, valued at approximately $671,000. Oregon Pacific Wealth Management LLC owned approximately 0.05% of iShares ESG Advanced MSCI USA ETF as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the business. Park Avenue Securities LLC increased its holdings in iShares ESG Advanced MSCI USA ETF by 17.1% during the 4th quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock valued at $23,061,000 after purchasing an additional 67,796 shares during the period. Allworth Financial LP increased its holdings in iShares ESG Advanced MSCI USA ETF by 1.7% during the 3rd quarter. Allworth Financial LP now owns 298,169 shares of the company’s stock valued at $14,634,000 after purchasing an additional 5,117 shares during the period. Spinnaker Trust increased its holdings in iShares ESG Advanced MSCI USA ETF by 23.7% during the 3rd quarter. Spinnaker Trust now owns 202,964 shares of the company’s stock valued at $9,961,000 after purchasing an additional 38,896 shares during the period. Thrivent Financial for Lutherans grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 35.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 202,305 shares of the company’s stock worth $9,929,000 after acquiring an additional 52,843 shares during the period. Finally, Assetmark Inc. grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 14.0% during the 3rd quarter. Assetmark Inc. now owns 91,316 shares of the company’s stock worth $4,482,000 after acquiring an additional 11,241 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

USXF stock opened at $50.38 on Monday. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $41.00 and a fifty-two week high of $52.76. The business’s 50 day moving average price is $50.99 and its two-hundred day moving average price is $49.43. The company has a market capitalization of $1.33 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

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

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.