Triad Wealth Partners LLC Invests $211,000 in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

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

Several other institutional investors have also added to or reduced their stakes in SUSL. FMR LLC boosted its holdings 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 acquiring an additional 45,538 shares during the last quarter. SK Wealth Management LLC bought a new stake in iShares ESG MSCI USA Leaders ETF in the third quarter valued at approximately $3,597,000. Robertson Stephens Wealth Management LLC boosted its holdings in iShares ESG MSCI USA Leaders ETF by 59.0% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 60,052 shares of the company’s stock valued at $6,188,000 after acquiring an additional 22,279 shares during the last quarter. Walkner Condon Financial Advisors LLC bought a new stake in iShares ESG MSCI USA Leaders ETF in the third quarter valued at approximately $1,514,000. Finally, Principal Financial Group Inc. boosted its holdings 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 acquiring an additional 13,791 shares during the last quarter.

iShares ESG MSCI USA Leaders ETF Price Performance

Shares of SUSL stock opened at $100.44 on Thursday. The business’s 50 day simple moving average is $104.10 and its 200 day simple moving average is $103.16. iShares ESG MSCI USA Leaders ETF has a one year low of $87.76 and a one year high of $108.04. The stock has a market capitalization of $964.22 million, a PE ratio of 28.34 and a beta of 1.00.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The business also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $0.331 dividend. The ex-dividend date 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 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.