Envestnet Asset Management Inc. Decreases Stock Holdings in iShares ESG MSCI USA Leaders ETF $SUSL

Envestnet Asset Management Inc. reduced its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 95.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 31,088 shares of the company’s stock after selling 657,016 shares during the period. Envestnet Asset Management Inc.’s holdings in iShares ESG MSCI USA Leaders ETF were worth $3,639,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in SUSL. Omega Financial Group LLC lifted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 0.5% in the 2nd quarter. Omega Financial Group LLC now owns 22,327 shares of the company’s stock valued at $2,419,000 after acquiring an additional 112 shares during the last quarter. CWM LLC raised its position in 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 purchasing an additional 156 shares during the period. United Asset Strategies Inc. lifted its stake in shares of iShares ESG MSCI USA Leaders ETF by 4.2% in the 2nd quarter. United Asset Strategies Inc. now owns 4,378 shares of the company’s stock valued at $474,000 after purchasing an additional 176 shares during the last quarter. Orgel Wealth Management LLC lifted its stake in shares of iShares ESG MSCI USA Leaders ETF by 1.4% in the 3rd quarter. Orgel Wealth Management LLC now owns 13,957 shares of the company’s stock valued at $1,634,000 after purchasing an additional 187 shares during the last quarter. Finally, SouthState Corp boosted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 3.9% in the 2nd quarter. SouthState Corp now owns 6,154 shares of the company’s stock worth $667,000 after purchasing an additional 233 shares during the period.

iShares ESG MSCI USA Leaders ETF Stock Performance

NASDAQ SUSL opened at $121.71 on Wednesday. The business’s 50 day moving average price is $122.20 and its 200-day moving average price is $118.84. iShares ESG MSCI USA Leaders ETF has a fifty-two week low of $83.45 and a fifty-two week high of $124.91. The company has a market cap of $1.03 billion, a P/E ratio of 27.42 and a beta of 1.03.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were paid a $0.355 dividend. This is an increase from iShares ESG MSCI USA Leaders ETF’s previous quarterly dividend of $0.31. This represents a $1.42 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend 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.