The most recent Form 13F filing that Kestra Advisory Services LLC made with the Securities and Exchange Commission revealed that during the third quarter of 2018, the company increased the amount of money it had invested in the iShares ESG Advanced MSCI USA ETF (NASDAQ: USXF) by 17.5%. As a result of the corporation’s purchase of an additional 10,887 shares of the company during the quarter, the total number of shares it owns in the company has increased to 73,208. Kestra Advisory Services LLC has a holding in the iShares ESG Advanced MSCI USA ETF valued at $2,051,000, as stated in the most recent statement that the company has submitted to the SEC.
Recent events have resulted in various institutional investors, including hedge funds, adjusting the proportion of USXF held within their investment portfolios. The investment portfolio managed by Austin Private Wealth LLC was able to realize a 1.4% rise in the value of its holdings in the iShares ESG Advanced MSCI USA ETF over the third quarter. After making an additional purchase of 371 company shares during the most recent quarter, Austin Private Wealth LLC now has a total of 26,328 shares, collectively worth $738,000 in the market. The Patriot Financial Group Insurance Agency LLC increased the percentage of the iShares ESG Advanced MSCI USA ETF, which is owned by 2.8% during the third quarter. During the most recent quarter, Patriot Financial Group Insurance Agency LLC increased its stake in the company by purchasing an additional 478 shares, bringing its total ownership to 17,791 shares with a value of $499,000. The Diversified Trust Company increased its stake in the iShares ESG Advanced MSCI USA ETF by a factor of 2.0% over the final three months of the previous year (2018). In the most recent fiscal quarter, Diversified Trust Company acquired an additional 609 shares, bringing the total number of shares it owns to 31,802, with a value of $891,000. During the second quarter, Aptus Capital Advisors LLC increased the total amount of money it had invested in the iShares ESG Advanced MSCI USA ETF by 8.6%. As a result of the purchase of 675 additional shares during the most recent quarter, Aptus Capital Advisors LLC is now the owner of 8,508 shares in the company. The current market value of these shares places their worth at $254,000. Accredited Investors Inc. also increased the proportion of iShares ESG Advanced MSCI USA ETF shares it held in its portfolio by 1.7% during the second quarter of 2018. After making additional purchases during the most recent quarter totaling 693 shares, Accredited Investors Inc. now owns 42,411 shares with a value of $1,267,000. These shares were acquired as part of the company’s most recent quarter.
On Friday, the price at which trading on the NASDAQ USXF got underway was $31.86. The price of the iShares ESG Advanced MSCI USA ETF hit a low of $27.00 over the past year, while it reached a high of $36.22 over the same period. The company’s moving average over the previous 50 days is $31.33, and the moving average over the previous 200 days is $30.85.
Additionally, on December 19th, the company announced and distributed a quarterly dividend, which was paid out on the same day it was announced. On Wednesday, December 14th, $0.125 dividend payments per share were mailed out to stockholders who already had their information on file. When calculated annually, this translates to a dividend of $0.50 per share and a yield of 1.57% for the company. The dividend was disbursed to shareholders on Tuesday, December 13th, the month of December.
