Marcum Wealth LLC Has $576,000 Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Marcum Wealth LLC trimmed its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 14.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,583 shares of the company’s stock after selling 1,902 shares during the period. Marcum Wealth LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $576,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Claro Advisors LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 15.1% in the fourth quarter. Claro Advisors LLC now owns 6,781 shares of the company’s stock valued at $337,000 after purchasing an additional 892 shares in the last quarter. International Assets Investment Management LLC bought a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 4th quarter valued at $1,201,000. One Wealth Capital Management LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF during the 4th quarter worth $1,011,000. Diversified Trust Co lifted its holdings in iShares ESG Advanced MSCI USA ETF by 1.6% during the fourth quarter. Diversified Trust Co now owns 25,211 shares of the company’s stock worth $1,253,000 after acquiring an additional 400 shares in the last quarter. Finally, Sanctuary Advisors LLC grew its stake in iShares ESG Advanced MSCI USA ETF by 9.0% in the third quarter. Sanctuary Advisors LLC now owns 65,880 shares of the company’s stock valued at $3,418,000 after acquiring an additional 5,467 shares during the period.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ USXF opened at $49.61 on Wednesday. iShares ESG Advanced MSCI USA ETF has a one year low of $39.60 and a one year high of $52.69. The firm has a market cap of $1.30 billion, a P/E ratio of 30.78 and a beta of 1.03. The stock’s 50-day moving average is $51.13 and its 200-day moving average is $49.09.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a $0.1691 dividend. The ex-dividend date 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.