Triad Wealth Partners LLC Buys New Stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Triad Wealth Partners LLC bought a new stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,050 shares of the company’s stock, valued at approximately $211,000.

Several other hedge funds also recently made changes to their positions in SUSL. FMR LLC grew its holdings in shares of iShares ESG MSCI USA Leaders ETF by 15.4% during the third 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. SK Wealth Management LLC purchased a new position in shares of iShares ESG MSCI USA Leaders ETF during the third quarter worth about $3,597,000. Robertson Stephens Wealth Management LLC grew its holdings in shares of iShares ESG MSCI USA Leaders ETF by 59.0% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 60,052 shares of the company’s stock worth $6,188,000 after purchasing an additional 22,279 shares during the last quarter. Walkner Condon Financial Advisors LLC purchased a new position in shares of iShares ESG MSCI USA Leaders ETF during the third quarter worth about $1,514,000. Finally, Principal Financial Group Inc. boosted its stake in shares of iShares ESG MSCI USA Leaders ETF by 16.0% during the third quarter. Principal Financial Group Inc. now owns 99,958 shares of the company’s stock worth $10,148,000 after buying an additional 13,791 shares during the period.

iShares ESG MSCI USA Leaders ETF Stock Performance

Shares of SUSL opened at $100.44 on Thursday. iShares ESG MSCI USA Leaders ETF has a fifty-two week low of $87.76 and a fifty-two week high of $108.04. The company has a market capitalization of $964.22 million, a price-to-earnings ratio of 28.34 and a beta of 1.00. The firm has a 50-day simple moving average of $104.10 and a 200-day simple moving average of $103.16.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.331 per share. 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 Company 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.