Values Added Financial LLC Buys 4,180 Shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Values Added Financial LLC lifted its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 65.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 10,612 shares of the company’s stock after purchasing an additional 4,180 shares during the quarter. iShares ESG MSCI USA Leaders ETF makes up about 0.7% of Values Added Financial LLC’s portfolio, making the stock its 28th largest holding. Values Added Financial LLC’s holdings in iShares ESG MSCI USA Leaders ETF were worth $895,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Captrust Financial Advisors lifted its position in iShares ESG MSCI USA Leaders ETF by 2.1% in the 2nd quarter. Captrust Financial Advisors now owns 8,775 shares of the company’s stock valued at $583,000 after acquiring an additional 181 shares in the last quarter. Cetera Advisor Networks LLC lifted its position in iShares ESG MSCI USA Leaders ETF by 3.9% in the 2nd quarter. Cetera Advisor Networks LLC now owns 4,942 shares of the company’s stock valued at $383,000 after acquiring an additional 184 shares in the last quarter. Ieq Capital LLC lifted its position in iShares ESG MSCI USA Leaders ETF by 4.2% in the 3rd quarter. Ieq Capital LLC now owns 4,670 shares of the company’s stock valued at $352,000 after acquiring an additional 188 shares in the last quarter. Raymond James & Associates lifted its position in iShares ESG MSCI USA Leaders ETF by 2.4% in the 4th quarter. Raymond James & Associates now owns 8,896 shares of the company’s stock valued at $590,000 after acquiring an additional 212 shares in the last quarter. Finally, Private Advisor Group LLC lifted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 3.4% during the 3rd quarter. Private Advisor Group LLC now owns 6,763 shares of the company’s stock valued at $510,000 after buying an additional 221 shares during the period.

iShares ESG MSCI USA Leaders ETF Price Performance

NASDAQ SUSL opened at $93.85 on Friday. The business’s fifty day moving average price is $90.19 and its 200-day moving average price is $83.18. The stock has a market capitalization of $1.24 billion, a price-to-earnings ratio of 19.77 and a beta of 1.00. iShares ESG MSCI USA Leaders ETF has a 1-year low of $69.41 and a 1-year high of $94.25.

iShares ESG MSCI USA Leaders ETF Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were issued a dividend of $0.2673 per share. The ex-dividend date was Thursday, March 21st. This represents a $1.07 annualized dividend and a dividend yield of 1.14%.

About iShares ESG MSCI USA Leaders ETF

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.