Retirement Capital Strategies Reduces Stock Holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Retirement Capital Strategies cut its position in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,807 shares of the company’s stock after selling 404 shares during the period. Retirement Capital Strategies owned approximately 0.20% of iShares ESG MSCI USA Leaders ETF worth $1,938,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of SUSL. Wealth Alliance increased its holdings in shares of iShares ESG MSCI USA Leaders ETF by 1.9% during the 4th quarter. Wealth Alliance now owns 6,601 shares of the company’s stock worth $680,000 after buying an additional 126 shares during the last quarter. Mayflower Financial Advisors LLC increased its stake in iShares ESG MSCI USA Leaders ETF by 6.2% during the third quarter. Mayflower Financial Advisors LLC now owns 3,823 shares of the company’s stock worth $388,000 after acquiring an additional 222 shares during the last quarter. PFG Investments LLC increased its stake in iShares ESG MSCI USA Leaders ETF by 7.2% during the fourth quarter. PFG Investments LLC now owns 4,059 shares of the company’s stock worth $418,000 after acquiring an additional 274 shares during the last quarter. Stratos Wealth Advisors LLC raised its position in iShares ESG MSCI USA Leaders ETF by 7.8% in the fourth quarter. Stratos Wealth Advisors LLC now owns 4,500 shares of the company’s stock valued at $464,000 after purchasing an additional 327 shares during the period. Finally, CreativeOne Wealth LLC lifted its stake in shares of iShares ESG MSCI USA Leaders ETF by 7.6% in the 3rd quarter. CreativeOne Wealth LLC now owns 4,649 shares of the company’s stock valued at $472,000 after purchasing an additional 329 shares during the last quarter.

iShares ESG MSCI USA Leaders ETF Trading Down 2.9 %

Shares of NASDAQ:SUSL opened at $96.42 on Tuesday. The company has a market capitalization of $925.63 million, a price-to-earnings ratio of 28.34 and a beta of 1.00. iShares ESG MSCI USA Leaders ETF has a 12-month low of $87.76 and a 12-month high of $108.04. The business has a 50-day moving average price of $103.70 and a 200 day moving average price of $103.16.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.331 per share. The ex-dividend date was Tuesday, December 17th. This is a boost from iShares ESG MSCI USA Leaders ETF’s previous dividend of $0.32.

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.