Vested Financial Planning LLC Takes Position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Vested Financial Planning LLC purchased a new position in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,169 shares of the company’s stock, valued at approximately $533,000. iShares ESG MSCI USA Leaders ETF makes up approximately 0.5% of Vested Financial Planning LLC’s holdings, making the stock its 17th biggest holding. Vested Financial Planning LLC owned 0.05% of iShares ESG MSCI USA Leaders ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Keystone Financial Group Inc. purchased a new stake in iShares ESG MSCI USA Leaders ETF in the 4th quarter valued at about $54,000. Sunbelt Securities Inc. purchased a new stake in shares of iShares ESG MSCI USA Leaders ETF during the third quarter valued at approximately $149,000. First Pacific Financial lifted its holdings in iShares ESG MSCI USA Leaders ETF by 180.0% during the fourth quarter. First Pacific Financial now owns 1,680 shares of the company’s stock worth $173,000 after acquiring an additional 1,080 shares during the period. US Bancorp DE boosted its position in iShares ESG MSCI USA Leaders ETF by 104.3% in the third quarter. US Bancorp DE now owns 2,100 shares of the company’s stock worth $213,000 after purchasing an additional 1,072 shares during the last quarter. Finally, HighTower Advisors LLC bought a new position in iShares ESG MSCI USA Leaders ETF in the 3rd quarter valued at $219,000.

iShares ESG MSCI USA Leaders ETF Stock Down 0.8 %

SUSL opened at $104.03 on Monday. The company’s 50-day moving average price is $105.12 and its two-hundred day moving average price is $102.14. iShares ESG MSCI USA Leaders ETF has a twelve month low of $87.76 and a twelve month high of $108.04. The stock has a market cap of $998.69 million, a price-to-earnings ratio of 29.97 and a beta of 1.00.

iShares ESG MSCI USA Leaders ETF Increases Dividend

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

About iShares ESG MSCI USA Leaders ETF

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.