iShares ESG MSCI USA Leaders ETF $SUSL Holdings Raised by Ellevest Inc.

Ellevest Inc. grew its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 148,459 shares of the company’s stock after acquiring an additional 5,179 shares during the period. iShares ESG MSCI USA Leaders ETF comprises 2.5% of Ellevest Inc.’s investment portfolio, making the stock its 8th biggest holding. Ellevest Inc. owned approximately 1.75% of iShares ESG MSCI USA Leaders ETF worth $18,003,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Navalign LLC purchased a new stake in iShares ESG MSCI USA Leaders ETF during the 4th quarter worth approximately $33,000. Triumph Capital Management purchased a new stake in iShares ESG MSCI USA Leaders ETF during the 3rd quarter worth approximately $42,000. Turning Point Benefit Group Inc. purchased a new stake in iShares ESG MSCI USA Leaders ETF during the 4th quarter worth approximately $47,000. Hantz Financial Services Inc. purchased a new stake in iShares ESG MSCI USA Leaders ETF during the 4th quarter worth approximately $56,000. Finally, Keystone Financial Group Inc. increased its stake in iShares ESG MSCI USA Leaders ETF by 100.8% during the 4th quarter. Keystone Financial Group Inc. now owns 1,054 shares of the company’s stock worth $128,000 after buying an additional 529 shares during the period.

iShares ESG MSCI USA Leaders ETF Price Performance

Shares of SUSL opened at $132.92 on Monday. iShares ESG MSCI USA Leaders ETF has a fifty-two week low of $102.92 and a fifty-two week high of $133.51. The firm’s 50 day moving average price is $123.58 and its 200 day moving average price is $121.87. The company has a market cap of $1.13 billion, a P/E ratio of 27.42 and a beta of 1.05.

iShares ESG MSCI USA Leaders ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a dividend of $0.2988 per share. This represents a $1.20 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, March 17th.

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.