Sage Financial Management Group Inc. Invests $201,000 in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Sage Financial Management Group Inc. purchased a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,044 shares of the company’s stock, valued at approximately $201,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. US Bancorp DE lifted its holdings in iShares ESG Advanced MSCI USA ETF by 18.8% in the third quarter. US Bancorp DE now owns 5,957 shares of the company’s stock valued at $292,000 after acquiring an additional 942 shares during the period. FMR LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 20.5% in the third quarter. FMR LLC now owns 26,872 shares of the company’s stock valued at $1,319,000 after purchasing an additional 4,568 shares during the period. Regatta Capital Group LLC lifted its position in shares of iShares ESG Advanced MSCI USA ETF by 6.2% during the 4th quarter. Regatta Capital Group LLC now owns 90,866 shares of the company’s stock valued at $4,518,000 after acquiring an additional 5,306 shares during the period. Creative Planning boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 6.3% during the 3rd quarter. Creative Planning now owns 7,718 shares of the company’s stock worth $379,000 after acquiring an additional 458 shares in the last quarter. Finally, Captrust Financial Advisors acquired a new stake in shares of iShares ESG Advanced MSCI USA ETF in the 3rd quarter worth approximately $253,000.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ USXF opened at $50.34 on Thursday. The business has a 50 day moving average price of $51.04 and a 200 day moving average price of $49.39. The company has a market capitalization of $1.33 billion, a P/E ratio of 30.78 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.00 and a 1-year high of $52.76.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The company 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. The ex-dividend date of this dividend was Tuesday, December 17th. This is a boost from iShares ESG Advanced MSCI USA ETF’s previous dividend of $0.13.

About iShares ESG Advanced MSCI USA ETF

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.