HB Wealth Management LLC Increases Position in iShares ESG MSCI USA Leaders ETF $SUSL

HB Wealth Management LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 137.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,403 shares of the company’s stock after purchasing an additional 8,350 shares during the quarter. HB Wealth Management LLC’s holdings in iShares ESG MSCI USA Leaders ETF were worth $1,686,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SUSL. Jones Financial Companies Lllp raised its holdings in iShares ESG MSCI USA Leaders ETF by 253.6% in the first quarter. Jones Financial Companies Lllp now owns 3,865 shares of the company’s stock worth $370,000 after purchasing an additional 2,772 shares in the last quarter. Fragasso Financial Advisors Inc grew its position in shares of iShares ESG MSCI USA Leaders ETF by 9.8% in the 2nd quarter. Fragasso Financial Advisors Inc now owns 4,620 shares of the company’s stock worth $501,000 after buying an additional 411 shares during the last quarter. SK Wealth Management LLC raised its stake in shares of iShares ESG MSCI USA Leaders ETF by 2.2% during the 2nd quarter. SK Wealth Management LLC now owns 43,736 shares of the company’s stock worth $4,777,000 after acquiring an additional 961 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in shares of iShares ESG MSCI USA Leaders ETF by 0.5% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 241,388 shares of the company’s stock worth $26,425,000 after acquiring an additional 1,205 shares in the last quarter. Finally, Redhawk Wealth Advisors Inc. lifted its position in iShares ESG MSCI USA Leaders ETF by 7.3% during the second quarter. Redhawk Wealth Advisors Inc. now owns 4,205 shares of the company’s stock valued at $456,000 after acquiring an additional 285 shares during the last quarter.

iShares ESG MSCI USA Leaders ETF Stock Up 0.5%

Shares of SUSL opened at $123.63 on Friday. The company has a 50 day moving average of $120.54 and a two-hundred day moving average of $116.03. iShares ESG MSCI USA Leaders ETF has a twelve month low of $83.45 and a twelve month high of $123.83. The company has a market cap of $1.05 billion, a price-to-earnings ratio of 27.42 and a beta of 1.03.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were given a $0.355 dividend. This represents a $1.42 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Tuesday, December 16th. This is a positive change from iShares ESG MSCI USA Leaders ETF’s previous quarterly dividend of $0.31.

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.