Physician Wealth Advisors Inc. Has $490,000 Stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Physician Wealth Advisors Inc. reduced its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) by 23.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,853 shares of the company’s stock after selling 3,017 shares during the quarter. 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 SEC.

Other institutional investors have also made changes to their positions in the company. Envestnet Portfolio Solutions Inc. increased its stake in iShares ESG Advanced MSCI USA ETF by 10.9% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,507,637 shares of the company’s stock valued at $74,960,000 after acquiring an additional 148,520 shares during the period. LPL Financial LLC boosted its stake in shares of iShares ESG Advanced MSCI USA ETF by 78.8% in the 4th quarter. LPL Financial LLC now owns 1,048,166 shares of the company’s stock valued at $52,115,000 after purchasing an additional 462,065 shares in the last quarter. SigFig Wealth Management LLC increased its position in shares of iShares ESG Advanced MSCI USA ETF by 4.1% during the 4th quarter. SigFig Wealth Management LLC now owns 649,148 shares of the company’s stock worth $32,438,000 after purchasing an additional 25,661 shares in the last quarter. JPMorgan Chase & Co. grew its stake 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 worth $30,282,000 after buying an additional 133,495 shares during the last quarter. Finally, Sei Investments Co. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 7.0% in the fourth quarter. Sei Investments Co. now owns 515,956 shares of the company’s stock valued at $25,653,000 after acquiring an additional 33,886 shares during the last quarter.

iShares ESG Advanced MSCI USA ETF Price Performance

NASDAQ 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. The stock’s 50 day simple moving average is $49.67 and its 200 day simple moving average is $50.14. iShares ESG Advanced MSCI USA ETF has a one year low of $41.43 and a one year high of $52.76.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were given a dividend of $0.1026 per share. The ex-dividend date of this dividend was Tuesday, March 18th.

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.