Gateway Wealth Partners LLC Raises Stake in iShares ESG Advanced MSCI USA ETF $USXF

Posted by Brenda Bartman on Jul 30th, 2026

Gateway Wealth Partners LLC grew its position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 218.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,250 shares of the company’s stock after purchasing an additional 11,147 shares during the quarter. Gateway Wealth Partners LLC owned approximately 0.08% of iShares ESG Advanced MSCI USA ETF worth $897,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Alpha Financial Advisors LLC raised its position in shares of iShares ESG Advanced MSCI USA ETF by 3.1% during the 4th quarter. Alpha Financial Advisors LLC now owns 6,006 shares of the company’s stock valued at $346,000 after purchasing an additional 179 shares during the period. CreativeOne Wealth LLC boosted its holdings in iShares ESG Advanced MSCI USA ETF by 1.9% in the 4th quarter. CreativeOne Wealth LLC now owns 10,197 shares of the company’s stock worth $587,000 after buying an additional 195 shares during the period. Penobscot Wealth Management boosted its holdings in iShares ESG Advanced MSCI USA ETF by 3.5% in the 4th quarter. Penobscot Wealth Management now owns 5,955 shares of the company’s stock worth $343,000 after buying an additional 202 shares during the period. International Assets Investment Management LLC increased its stake in iShares ESG Advanced MSCI USA ETF by 2.3% in the 4th quarter. International Assets Investment Management LLC now owns 9,631 shares of the company’s stock worth $555,000 after buying an additional 215 shares in the last quarter. Finally, Savvy Advisors Inc. increased its stake in iShares ESG Advanced MSCI USA ETF by 3.6% in the 4th quarter. Savvy Advisors Inc. now owns 7,049 shares of the company’s stock worth $406,000 after buying an additional 246 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Stock Down 2.3%

NASDAQ:USXF opened at $64.24 on Thursday. The business’s 50-day simple moving average is $67.43 and its two-hundred day simple moving average is $62.24. iShares ESG Advanced MSCI USA ETF has a 52 week low of $53.05 and a 52 week high of $69.89. The stock has a market cap of $1.37 billion, a PE 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 Thursday, June 18th. Investors of record on Monday, June 15th were given a dividend of $0.1226 per share. The ex-dividend date was Monday, June 15th. This represents a $0.49 annualized dividend and a dividend yield of 0.8%.

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.