Simplicity Wealth LLC Makes New Investment in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Simplicity Wealth LLC has recently acquired a new stake in the iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF). This investment was detailed in their Form 13F filing with the Securities and Exchange Commission (SEC) for the third quarter. The institutional investor purchased a total of 4,310 shares valued at approximately $212,000.

This move comes as part of a broader trend where several other institutional investors have also adjusted their holdings in USXF. Notable changes include ORG Partners LLC, which obtained a new position worth $43,000 in the second quarter. Similarly, Benjamin F. Edwards & Company Inc. acquired shares valued at $50,000 during the same period.

Additionally, GPS Wealth Strategies Group LLC reported a significant increase in its holdings by 68.4% in the second quarter, bringing their total ownership to 1,874 shares worth about $87,000 after they purchased an extra 761 shares. Continuum Advisory LLC also raised its position in the ETF by 22.1%, owning now 2,822 shares valued at $131,000 after adding 511 shares to its portfolio.

Hoxton Planning & Management LLC is another institutional investor that made waves by acquiring a stake in the iShares ESG Advanced MSCI USA ETF, valued at approximately $213,000 during the first quarter.

Recent Performance and Trading Details

As of the latest trading session, the iShares ESG Advanced MSCI USA ETF opened at $50.98. The fund holds a market capitalization of $1.22 billion, with a price-to-earnings (PE) ratio of 30.78 and a beta of 1.03, indicating a relative volatility aligned with the market. Over the past year, the ETF reached a low of $33.13 and peaked at $51.04. Notably, its 50-day moving average stands at $47.86, while the two-hundred day moving average is at $46.22, reflecting its recent price trends.

Dividend Announcement

In related news, the iShares ESG Advanced MSCI USA ETF also recently announced a dividend payout. The dividend, amounting to $0.1336, was distributed on September 30th. Shareholders who were recorded as of September 25th were entitled to this payment, with the ex-dividend date being the same day.

Understanding the iShares ESG Advanced MSCI USA ETF

The iShares ESG Advanced MSCI USA ETF (USXF) is designed to track the MSCI USA Choice ESG Screened Index. This exchange-traded fund focuses on large and mid-cap US equities that have been screened based on positive environmental, social, and governance (ESG) criteria, while also filtering companies involved in controversial activities. This focus on sustainability is aligned with increasing investor interest in responsible investing and ESG metrics.

Further Insights

For those interested in tracking additional hedge fund activities related to USXF, accessing platforms like HoldingsChannel.com can provide the latest 13F filings and insider trading information. Furthermore, staying informed with daily summaries from financial news services can keep investors updated on developments affecting the ETF and its market performance.

Investment, ETF, Simplicity