Omega Financial Group LLC Has $2.11 Million Stock Position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Omega Financial Group LLC reduced its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 2.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,468 shares of the company’s stock after selling 523 shares during the period. Omega Financial Group LLC’s holdings in iShares ESG MSCI USA Leaders ETF were worth $2,109,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Envestnet Asset Management Inc. grew its position in iShares ESG MSCI USA Leaders ETF by 12.8% in the second quarter. Envestnet Asset Management Inc. now owns 672,387 shares of the company’s stock valued at $65,511,000 after acquiring an additional 76,347 shares during the period. FMR LLC grew its holdings in shares of iShares ESG MSCI USA Leaders ETF by 15.4% in the 3rd quarter. FMR LLC now owns 341,156 shares of the company’s stock worth $34,634,000 after purchasing an additional 45,538 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in shares of iShares ESG MSCI USA Leaders ETF by 9.4% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 231,145 shares of the company’s stock worth $23,466,000 after purchasing an additional 19,787 shares in the last quarter. Sanctuary Advisors LLC bought a new position in iShares ESG MSCI USA Leaders ETF during the 2nd quarter valued at about $9,601,000. Finally, Principal Financial Group Inc. boosted its position in iShares ESG MSCI USA Leaders ETF by 16.0% in the third quarter. Principal Financial Group Inc. now owns 99,958 shares of the company’s stock valued at $10,148,000 after buying an additional 13,791 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Trading Down 0.2 %

NASDAQ SUSL opened at $104.12 on Friday. iShares ESG MSCI USA Leaders ETF has a 1-year low of $84.08 and a 1-year high of $108.04. The company has a 50 day moving average of $105.24 and a 200-day moving average of $101.43. The firm has a market cap of $999.55 million, a price-to-earnings ratio of 29.97 and a beta of 1.00.

iShares ESG MSCI USA Leaders ETF Increases Dividend

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