Values Added Financial LLC Acquires 2,745 Shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Values Added Financial LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 22.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,119 shares of the company’s stock after buying an additional 2,745 shares during the period. iShares ESG MSCI USA Leaders ETF accounts for approximately 0.9% of Values Added Financial LLC’s holdings, making the stock its 28th biggest holding. Values Added Financial LLC owned about 0.16% of iShares ESG MSCI USA Leaders ETF worth $1,558,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Private Advisor Group LLC lifted its stake in iShares ESG MSCI USA Leaders ETF by 12.9% in the third quarter. Private Advisor Group LLC now owns 8,203 shares of the company’s stock valued at $833,000 after buying an additional 940 shares during the period. US Bancorp DE raised its position in shares of iShares ESG MSCI USA Leaders ETF by 104.3% in the 3rd quarter. US Bancorp DE now owns 2,100 shares of the company’s stock valued at $213,000 after acquiring an additional 1,072 shares during the period. Principal Financial Group Inc. boosted its stake in iShares ESG MSCI USA Leaders ETF by 16.0% during the 3rd quarter. Principal Financial Group Inc. now owns 99,958 shares of the company’s stock worth $10,148,000 after acquiring an additional 13,791 shares during the last quarter. Ridgeline Wealth LLC acquired a new position in iShares ESG MSCI USA Leaders ETF during the fourth quarter valued at approximately $345,000. Finally, FMR LLC increased its stake in iShares ESG MSCI USA Leaders ETF by 15.4% in the third quarter. FMR LLC now owns 341,156 shares of the company’s stock valued at $34,634,000 after purchasing an additional 45,538 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Stock Up 1.3 %

Shares of SUSL stock opened at $105.26 on Friday. The company has a market capitalization of $1.01 billion, a price-to-earnings ratio of 29.97 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 firm has a fifty day moving average of $104.95 and a 200-day moving average of $102.31.

iShares ESG MSCI USA Leaders ETF Increases Dividend

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

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.