Sequoia Financial Advisors LLC Makes New Investment in iShares ESG MSCI USA Leaders ETF $SUSL

Sequoia Financial Advisors LLC bought a new stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 8,694 shares of the company’s stock, valued at approximately $1,018,000. Sequoia Financial Advisors LLC owned approximately 0.10% of iShares ESG MSCI USA Leaders ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Allworth Financial LP boosted its position in shares of iShares ESG MSCI USA Leaders ETF by 0.7% in the second quarter. Allworth Financial LP now owns 189,743 shares of the company’s stock worth $20,559,000 after buying an additional 1,393 shares during the period. Ellevest Inc. lifted its stake in iShares ESG MSCI USA Leaders ETF by 7.1% in the second quarter. Ellevest Inc. now owns 127,760 shares of the company’s stock valued at $13,843,000 after buying an additional 8,424 shares during the last quarter. Cliftonlarsonallen Wealth Advisors LLC boosted its position in shares of iShares ESG MSCI USA Leaders ETF by 1.2% during the third quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 81,004 shares of the company’s stock worth $9,481,000 after buying an additional 991 shares during the period. Commonwealth Equity Services LLC grew its position in iShares ESG MSCI USA Leaders ETF by 6.1% in the 3rd quarter. Commonwealth Equity Services LLC now owns 61,099 shares of the company’s stock valued at $7,151,000 after buying an additional 3,488 shares in the last quarter. Finally, SK Wealth Management LLC raised its holdings in iShares ESG MSCI USA Leaders ETF by 20.7% during the third quarter. SK Wealth Management LLC now owns 52,805 shares of the company’s stock worth $6,232,000 after purchasing an additional 9,069 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Trading Up 0.1%

Shares of SUSL stock opened at $123.54 on Friday. The company has a market capitalization of $1.05 billion, a price-to-earnings ratio of 27.42 and a beta of 1.03. The stock’s fifty day simple moving average is $121.19 and its 200-day simple moving average is $117.01. iShares ESG MSCI USA Leaders ETF has a 1-year low of $83.45 and a 1-year high of $123.95.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were given a $0.355 dividend. This represents a $1.42 annualized dividend and a yield of 1.1%. This is a boost from iShares ESG MSCI USA Leaders ETF’s previous quarterly dividend of $0.31. 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.