Shotwell Rutter Baer Inc Invests $829,000 in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Shotwell Rutter Baer Inc acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 20,729 shares of the company’s stock, valued at approximately $829,000. iShares ESG Advanced MSCI USA ETF makes up approximately 0.8% of Shotwell Rutter Baer Inc’s investment portfolio, making the stock its 19th largest holding.

A number of other large investors have also added to or reduced their stakes in USXF. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares ESG Advanced MSCI USA ETF by 2.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 18,506 shares of the company’s stock valued at $567,000 after acquiring an additional 379 shares in the last quarter. Advisory Services Network LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 6.6% during the 1st quarter. Advisory Services Network LLC now owns 6,178 shares of the company’s stock valued at $204,000 after purchasing an additional 383 shares in the last quarter. West Wealth Group LLC raised its holdings in iShares ESG Advanced MSCI USA ETF by 4.1% in the third quarter. West Wealth Group LLC now owns 11,523 shares of the company’s stock worth $399,000 after buying an additional 452 shares during the last quarter. Aspire Private Capital LLC bought a new position in shares of iShares ESG Advanced MSCI USA ETF in the fourth quarter worth approximately $13,888,980,000. Finally, Concourse Financial Group Securities Inc. grew its holdings in shares of iShares ESG Advanced MSCI USA ETF by 38.7% during the third quarter. Concourse Financial Group Securities Inc. now owns 2,283 shares of the company’s stock valued at $79,000 after buying an additional 637 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Up 0.5 %

USXF stock opened at $45.10 on Thursday. The stock’s 50 day simple moving average is $43.06 and its 200 day simple moving average is $39.02. iShares ESG Advanced MSCI USA ETF has a 12-month low of $31.69 and a 12-month high of $45.47. The stock has a market capitalization of $942.59 million, a PE ratio of 19.94 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were given a dividend of $0.1057 per share. The ex-dividend date of this dividend was Thursday, March 21st. This represents a $0.42 annualized dividend and a dividend yield of 0.94%.

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.