Merit Financial Group LLC Takes $517,000 Position in iShares ESG MSCI USA Leaders ETF $SUSL

Merit Financial Group LLC acquired a new stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,265 shares of the company’s stock, valued at approximately $517,000.

Several other large investors have also made changes to their positions in SUSL. Xena Financial Planning LLC purchased a new stake in shares of iShares ESG MSCI USA Leaders ETF in the 4th quarter valued at $5,060,000. Raymond James Financial Inc. boosted its holdings in iShares ESG MSCI USA Leaders ETF by 284.0% during the second quarter. Raymond James Financial Inc. now owns 46,871 shares of the company’s stock worth $5,078,000 after buying an additional 34,665 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in iShares ESG MSCI USA Leaders ETF by 3.9% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 254,439 shares of the company’s stock worth $31,258,000 after buying an additional 9,577 shares in the last quarter. Sequoia Financial Advisors LLC purchased a new stake in iShares ESG MSCI USA Leaders ETF during the third quarter worth $1,018,000. Finally, Citadel Advisors LLC boosted its holdings in iShares ESG MSCI USA Leaders ETF by 108.3% during the third quarter. Citadel Advisors LLC now owns 16,405 shares of the company’s stock worth $1,920,000 after buying an additional 8,531 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Stock Performance

Shares of NASDAQ SUSL opened at $125.51 on Monday. The company’s fifty day moving average price is $118.69 and its 200 day moving average price is $120.02. iShares ESG MSCI USA Leaders ETF has a 1 year low of $93.74 and a 1 year high of $125.52. The company has a market capitalization of $1.07 billion, a PE ratio of 27.42 and a beta of 1.04.

iShares ESG MSCI USA Leaders ETF Cuts Dividend

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

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.