Physician Wealth Advisors Inc. Sells 3,017 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Physician Wealth Advisors Inc. lowered its stake in shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 23.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,853 shares of the company’s stock after selling 3,017 shares during the period. Physician Wealth Advisors Inc.’s holdings in iShares ESG Advanced MSCI USA ETF were worth $490,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. LPL Financial LLC lifted its stake in shares of iShares ESG Advanced MSCI USA ETF by 78.8% during the 4th quarter. LPL Financial LLC now owns 1,048,166 shares of the company’s stock worth $52,115,000 after purchasing an additional 462,065 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 10.9% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 1,507,637 shares of the company’s stock worth $74,960,000 after acquiring an additional 148,520 shares in the last quarter. JPMorgan Chase & Co. lifted its position in iShares ESG Advanced MSCI USA ETF by 28.1% during the fourth quarter. JPMorgan Chase & Co. now owns 609,056 shares of the company’s stock valued at $30,282,000 after acquiring an additional 133,495 shares during the last quarter. Spinnaker Trust boosted its stake in iShares ESG Advanced MSCI USA ETF by 64.1% in the fourth quarter. Spinnaker Trust now owns 332,968 shares of the company’s stock valued at $16,555,000 after acquiring an additional 130,004 shares in the last quarter. Finally, Park Avenue Securities LLC grew its holdings in iShares ESG Advanced MSCI USA ETF by 17.1% in the fourth quarter. Park Avenue Securities LLC now owns 463,821 shares of the company’s stock worth $23,061,000 after purchasing an additional 67,796 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Down 1.8 %

Shares of USXF opened at $46.50 on Friday. The firm has a market cap of $1.23 billion, a PE ratio of 26.69 and a beta of 1.03. iShares ESG Advanced MSCI USA ETF has a 12 month low of $41.43 and a 12 month high of $52.76. The stock has a fifty day moving average price of $49.67 and a 200-day moving average price of $50.14.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a $0.1026 dividend. The ex-dividend date was Tuesday, March 18th.

iShares ESG Advanced MSCI USA ETF Company 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.