Copperleaf Capital LLC Has $585,000 Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Copperleaf Capital LLC trimmed its stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,758 shares of the company’s stock after selling 626 shares during the period. Copperleaf Capital LLC’s holdings in iShares ESG Advanced MSCI USA ETF were worth $585,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Clarity Asset Management Inc. bought a new position in shares of iShares ESG Advanced MSCI USA ETF during the 3rd quarter worth about $37,000. Hanson & Doremus Investment Management increased its stake in iShares ESG Advanced MSCI USA ETF by 28.9% in the 4th quarter. Hanson & Doremus Investment Management now owns 1,847 shares of the company’s stock valued at $92,000 after buying an additional 414 shares during the last quarter. Archer Investment Corp increased its stake in shares of iShares ESG Advanced MSCI USA ETF by 247.4% during the 4th quarter. Archer Investment Corp now owns 1,980 shares of the company’s stock worth $98,000 after purchasing an additional 1,410 shares during the last quarter. MassMutual Private Wealth & Trust FSB purchased a new stake in shares of iShares ESG Advanced MSCI USA ETF during the 4th quarter worth approximately $149,000. Finally, Sage Financial Management Group Inc. purchased a new position in iShares ESG Advanced MSCI USA ETF in the 4th quarter valued at approximately $201,000.

iShares ESG Advanced MSCI USA ETF Trading Up 0.2 %

iShares ESG Advanced MSCI USA ETF stock opened at $51.69 on Friday. The firm has a 50 day simple moving average of $50.78 and a 200 day simple moving average of $49.73. iShares ESG Advanced MSCI USA ETF has a 1-year low of $41.43 and a 1-year high of $52.76. The firm has a market capitalization of $1.36 billion, a price-to-earnings ratio of 30.78 and a beta of 1.03.

iShares ESG Advanced MSCI USA ETF Increases Dividend

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a dividend of $0.1691 per share. This is an increase 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 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.