HB Wealth Management LLC Buys 8,350 Shares of iShares ESG MSCI USA Leaders ETF $SUSL

HB Wealth Management LLC lifted its position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 137.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,403 shares of the company’s stock after purchasing an additional 8,350 shares during the period. HB Wealth Management LLC owned 0.18% of iShares ESG MSCI USA Leaders ETF worth $1,686,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. First Horizon Advisors Inc. purchased a new position in iShares ESG MSCI USA Leaders ETF during the 2nd quarter worth $46,000. Angeles Wealth Management LLC purchased a new position in shares of iShares ESG MSCI USA Leaders ETF during the second quarter valued at $61,000. CWM LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF by 22.5% during the second quarter. CWM LLC now owns 850 shares of the company’s stock valued at $92,000 after buying an additional 156 shares during the period. PNC Financial Services Group Inc. raised its holdings in shares of iShares ESG MSCI USA Leaders ETF by 35.3% in the second quarter. PNC Financial Services Group Inc. now owns 985 shares of the company’s stock valued at $107,000 after acquiring an additional 257 shares in the last quarter. Finally, Triad Wealth Partners LLC purchased a new stake in iShares ESG MSCI USA Leaders ETF in the second quarter worth about $222,000.

iShares ESG MSCI USA Leaders ETF Price Performance

Shares of iShares ESG MSCI USA Leaders ETF stock opened at $123.63 on Friday. The stock has a market cap of $1.05 billion, a price-to-earnings ratio of 27.42 and a beta of 1.03. The firm’s 50-day moving average is $120.54 and its two-hundred day moving average is $116.03. iShares ESG MSCI USA Leaders ETF has a 1 year low of $83.45 and a 1 year high of $123.83.

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 paid a dividend of $0.355 per share. This is a boost from iShares ESG MSCI USA Leaders ETF’s previous quarterly dividend of $0.31. This represents a $1.42 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, December 16th.

iShares ESG MSCI USA Leaders ETF 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.