Captrust Financial Advisors Sells 1,236 Shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Captrust Financial Advisors trimmed its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 20.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,847 shares of the company’s stock after selling 1,236 shares during the quarter. Captrust Financial Advisors’ holdings in iShares ESG MSCI USA Leaders ETF were worth $499,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SUSL. Keystone Financial Group Inc. bought a new position in iShares ESG MSCI USA Leaders ETF during the fourth quarter worth $54,000. Jones Financial Companies Lllp boosted its position in shares of iShares ESG MSCI USA Leaders ETF by 383.6% in the fourth quarter. Jones Financial Companies Lllp now owns 1,093 shares of the company’s stock valued at $113,000 after acquiring an additional 867 shares during the period. Triad Wealth Partners LLC bought a new stake in shares of iShares ESG MSCI USA Leaders ETF in the fourth quarter valued at about $211,000. Kingswood Wealth Advisors LLC bought a new stake in shares of iShares ESG MSCI USA Leaders ETF in the fourth quarter valued at about $398,000. Finally, Veridan Wealth LLC bought a new stake in shares of iShares ESG MSCI USA Leaders ETF in the fourth quarter valued at about $400,000.

iShares ESG MSCI USA Leaders ETF Stock Performance

Shares of iShares ESG MSCI USA Leaders ETF stock opened at $104.21 on Monday. The firm has a 50-day moving average of $95.42 and a 200-day moving average of $101.29. The stock has a market cap of $917.05 million, a PE ratio of 25.53 and a beta of 1.00. iShares ESG MSCI USA Leaders ETF has a 52-week low of $83.45 and a 52-week high of $108.04.

iShares ESG MSCI USA Leaders ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Friday, March 21st. Stockholders of record on Tuesday, March 18th were given a $0.2676 dividend. The ex-dividend date was Tuesday, March 18th.

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.