Sofi Wealth LLC Purchases Shares of 2,790 iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Sofi Wealth LLC purchased a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,790 shares of the company’s stock, valued at approximately $139,000. iShares ESG Advanced MSCI USA ETF accounts for 0.0% of Sofi Wealth LLC’s investment portfolio, making the stock its 28th biggest holding.

Several other large investors also recently made changes to their positions in the company. WealthShield Partners LLC increased its stake 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 valued at $85,000 after acquiring an additional 219 shares during the period. Buttonwood Financial Group LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 2.2% during the fourth quarter. Buttonwood Financial Group LLC now owns 10,802 shares of the company’s stock valued at $565,000 after acquiring an additional 232 shares during the period. Strategic Blueprint LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 1.6% during the third quarter. Strategic Blueprint LLC now owns 15,067 shares of the company’s stock valued at $740,000 after acquiring an additional 239 shares during the period. Global Retirement Partners LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 19.2% during the fourth quarter. Global Retirement Partners LLC now owns 2,089 shares of the company’s stock valued at $104,000 after acquiring an additional 337 shares during the period. Finally, My Legacy Advisors LLC increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 4.5% during the fourth quarter. My Legacy Advisors LLC now owns 7,922 shares of the company’s stock valued at $400,000 after acquiring an additional 341 shares during the period.

iShares ESG Advanced MSCI USA ETF Stock Performance

Shares of NASDAQ:USXF opened at $50.20 on Tuesday. The stock has a market capitalization of $1.32 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.43 and a 1-year high of $52.76. The company has a 50 day moving average price of $50.76 and a 200 day moving average price of $50.04.

iShares ESG Advanced MSCI USA ETF Increases Dividend

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