Summit Wealth Group LLC Co. Purchases Shares of 30,870 iShares ESG Advanced MSCI USA ETF $USXF

Posted by Brian Himes on May 13th, 2026

Summit Wealth Group LLC Co. purchased a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 30,870 shares of the company’s stock, valued at approximately $1,777,000.

A number of other large investors have also recently bought and sold shares of the stock. Ameritas Advisory Services LLC grew its position in iShares ESG Advanced MSCI USA ETF by 1,803.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 12,279 shares of the company’s stock valued at $707,000 after acquiring an additional 11,634 shares during the period. World Investment Advisors grew its position in iShares ESG Advanced MSCI USA ETF by 9.2% in the fourth quarter. World Investment Advisors now owns 14,268 shares of the company’s stock valued at $782,000 after acquiring an additional 1,197 shares during the period. Birchbrook Inc. grew its position in iShares ESG Advanced MSCI USA ETF by 128.7% in the fourth quarter. Birchbrook Inc. now owns 814 shares of the company’s stock valued at $47,000 after acquiring an additional 458 shares during the period. CGC Financial Services LLC grew its position in iShares ESG Advanced MSCI USA ETF by 2.0% in the fourth quarter. CGC Financial Services LLC now owns 55,913 shares of the company’s stock valued at $3,219,000 after acquiring an additional 1,100 shares during the period. Finally, International Assets Investment Management LLC grew its position in iShares ESG Advanced MSCI USA ETF by 2.3% in the fourth quarter. International Assets Investment Management LLC now owns 9,631 shares of the company’s stock valued at $555,000 after acquiring an additional 215 shares during the period.

iShares ESG Advanced MSCI USA ETF Price Performance

Shares of NASDAQ:USXF opened at $66.09 on Wednesday. The business’s fifty day moving average price is $59.14 and its two-hundred day moving average price is $58.45. iShares ESG Advanced MSCI USA ETF has a fifty-two week low of $49.64 and a fifty-two week high of $66.75. The stock has a market capitalization of $1.40 billion, a price-to-earnings ratio of 28.41 and a beta of 1.08.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were issued a dividend of $0.1244 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, March 17th.

iShares ESG Advanced MSCI USA ETF Company Profile

(Free Report)

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. USXF was launched on Jun 16, 2020 and is managed by BlackRock.