iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) Position Decreased by Wharton Business Group LLC

Wharton Business Group LLC reduced its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 22.3% during the fourth quarter, Holdings Channel reports. The firm owned 3,875 shares of the company’s stock after selling 1,115 shares during the period. Wharton Business Group LLC’s holdings in iShares ESG MSCI USA Leaders ETF were worth $399,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SUSL. FMR LLC grew its position in iShares ESG MSCI USA Leaders ETF by 15.4% in the third quarter. FMR LLC now owns 341,156 shares of the company’s stock worth $34,634,000 after buying an additional 45,538 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares ESG MSCI USA Leaders ETF by 9.4% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 231,145 shares of the company’s stock worth $23,466,000 after acquiring an additional 19,787 shares during the last quarter. Principal Financial Group Inc. raised its position in shares of iShares ESG MSCI USA Leaders ETF by 11.1% during the fourth quarter. Principal Financial Group Inc. now owns 111,030 shares of the company’s stock worth $11,441,000 after purchasing an additional 11,072 shares during the period. OneDigital Investment Advisors LLC raised its position in shares of iShares ESG MSCI USA Leaders ETF by 12.2% during the third quarter. OneDigital Investment Advisors LLC now owns 95,440 shares of the company’s stock worth $9,689,000 after purchasing an additional 10,377 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 0.8% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 71,585 shares of the company’s stock valued at $7,376,000 after purchasing an additional 591 shares during the last quarter.

iShares ESG MSCI USA Leaders ETF Trading Down 1.8 %

Shares of SUSL opened at $103.87 on Monday. The business’s 50-day moving average price is $104.66 and its 200 day moving average price is $102.81. The stock has a market capitalization of $997.15 million, a P/E ratio of 28.34 and a beta of 1.02. iShares ESG MSCI USA Leaders ETF has a 1-year low of $87.76 and a 1-year high of $108.04.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.331 dividend. This is a boost from iShares ESG MSCI USA Leaders ETF’s previous dividend of $0.32. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares ESG MSCI USA Leaders ETF Company Profile

The iShares ESG MSCI USA Leaders ETF (SUSL) is an exchange-traded fund that is based on the MSCI USA Extended ESG Leaders index. The fund tracks an index of US large- and mid-cap firms with the highest ESG ratings, weighted by market-cap within each sector buckets. SUSL was launched on May 7, 2019 and is managed by BlackRock.