Independent Advisor Alliance Invests $2.80 Million in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Independent Advisor Alliance acquired a new position in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 27,208 shares of the company’s stock, valued at approximately $2,803,000. Independent Advisor Alliance owned approximately 0.28% of iShares ESG MSCI USA Leaders ETF at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. FMR LLC lifted its position in 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 valued at $34,634,000 after acquiring an additional 45,538 shares in the last quarter. Principal Financial Group Inc. increased its stake in iShares ESG MSCI USA Leaders ETF by 11.1% in the 4th quarter. Principal Financial Group Inc. now owns 111,030 shares of the company’s stock valued at $11,441,000 after buying an additional 11,072 shares during the last quarter. OneDigital Investment Advisors LLC increased its stake in iShares ESG MSCI USA Leaders ETF by 12.2% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 95,440 shares of the company’s stock valued at $9,689,000 after buying an additional 10,377 shares during the last quarter. Cliftonlarsonallen Wealth Advisors LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF by 0.8% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 71,585 shares of the company’s stock worth $7,376,000 after purchasing an additional 591 shares during the last quarter. Finally, Robertson Stephens Wealth Management LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF by 59.0% during the 4th 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.

iShares ESG MSCI USA Leaders ETF Stock Up 0.8 %

Shares of SUSL stock opened at $96.45 on Thursday. The company has a 50 day moving average of $103.43 and a 200-day moving average of $103.08. iShares ESG MSCI USA Leaders ETF has a 12-month low of $87.76 and a 12-month high of $108.04. The firm has a market cap of $921.10 million, a P/E ratio of 25.56 and a beta of 1.03.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The business also recently declared 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. The ex-dividend date of this dividend was Tuesday, December 17th. This is a positive change 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.