Wealth Enhancement Advisory Services LLC Raises Stock Position in iShares ESG MSCI USA Leaders ETF $SUSL

Wealth Enhancement Advisory Services LLC grew its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSLFree Report) by 3.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 254,439 shares of the company’s stock after purchasing an additional 9,577 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 2.99% of iShares ESG MSCI USA Leaders ETF worth $31,258,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of SUSL. Allworth Financial LP raised its stake in iShares ESG MSCI USA Leaders ETF by 3.8% in the third quarter. Allworth Financial LP now owns 196,901 shares of the company’s stock worth $23,046,000 after buying an additional 7,158 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC boosted its position in iShares ESG MSCI USA Leaders ETF by 1.2% during the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 81,004 shares of the company’s stock valued at $9,481,000 after acquiring an additional 991 shares in the last quarter. Pathstone Holdings LLC grew its holdings in shares of iShares ESG MSCI USA Leaders ETF by 1.2% during the 3rd quarter. Pathstone Holdings LLC now owns 78,232 shares of the company’s stock worth $9,157,000 after acquiring an additional 900 shares during the period. Commonwealth Equity Services LLC raised its position in shares of iShares ESG MSCI USA Leaders ETF by 6.1% in the 3rd quarter. Commonwealth Equity Services LLC now owns 61,099 shares of the company’s stock worth $7,151,000 after acquiring an additional 3,488 shares in the last quarter. Finally, SK Wealth Management LLC raised its position in shares of iShares ESG MSCI USA Leaders ETF by 20.7% in the 3rd quarter. SK Wealth Management LLC now owns 52,805 shares of the company’s stock worth $6,232,000 after acquiring an additional 9,069 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Stock Up 1.0%

SUSL opened at $114.82 on Tuesday. iShares ESG MSCI USA Leaders ETF has a 52 week low of $83.45 and a 52 week high of $124.91. The stock has a market cap of $975.97 million, a PE ratio of 27.42 and a beta of 1.03. The business has a 50 day moving average of $120.78 and a 200-day moving average of $119.59.

iShares ESG MSCI USA Leaders ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.2988 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.20 annualized dividend and a yield of 1.0%.

About iShares ESG MSCI USA Leaders ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

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