Xena Financial Planning LLC Purchases Shares of 41,724 iShares ESG MSCI USA Leaders ETF $SUSL

Xena Financial Planning LLC acquired a new position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 41,724 shares of the company’s stock, valued at approximately $5,060,000. iShares ESG MSCI USA Leaders ETF comprises 5.9% of Xena Financial Planning LLC’s portfolio, making the stock its 7th biggest holding.

A number of other hedge funds have also recently made changes to their positions in the stock. Jones Financial Companies Lllp raised its position 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 valued at $370,000 after purchasing an additional 2,772 shares during the period. Cetera Investment Advisers boosted its position in shares of iShares ESG MSCI USA Leaders ETF by 52.3% during the second quarter. Cetera Investment Advisers now owns 6,866 shares of the company’s stock worth $744,000 after buying an additional 2,358 shares during the period. Marshall Wace LLP acquired a new stake in shares of iShares ESG MSCI USA Leaders ETF in the second quarter valued at $334,000. Raymond James Financial Inc. grew its stake in shares of iShares ESG MSCI USA Leaders ETF by 284.0% in the second quarter. Raymond James Financial Inc. now owns 46,871 shares of the company’s stock valued at $5,078,000 after buying an additional 34,665 shares in the last quarter. Finally, Obsido Oy raised its holdings in shares of iShares ESG MSCI USA Leaders ETF by 2.9% in the 2nd quarter. Obsido Oy now owns 11,647 shares of the company’s stock valued at $1,262,000 after buying an additional 332 shares during the period.

iShares ESG MSCI USA Leaders ETF Trading Up 3.0%

SUSL opened at $113.60 on Wednesday. The stock’s 50-day moving average price is $119.55 and its 200 day moving average price is $119.54. iShares ESG MSCI USA Leaders ETF has a 12-month low of $83.45 and a 12-month high of $124.91. The firm has a market cap of $965.60 million, a price-to-earnings ratio of 27.42 and a beta of 1.03.

iShares ESG MSCI USA Leaders ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were paid a $0.2988 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.20 annualized dividend and a dividend yield of 1.1%.

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.