Omega Financial Group LLC Reduces Stock Position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Omega Financial Group LLC lessened its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 2.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,991 shares of the company’s stock after selling 481 shares during the period. Omega Financial Group LLC owned approximately 0.19% of iShares ESG MSCI USA Leaders ETF worth $2,131,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in SUSL. CWM LLC purchased a new stake in iShares ESG MSCI USA Leaders ETF during the second quarter valued at approximately $27,000. Commonwealth Equity Services LLC raised its holdings in iShares ESG MSCI USA Leaders ETF by 0.6% in the 2nd quarter. Commonwealth Equity Services LLC now owns 57,669 shares of the company’s stock worth $5,619,000 after purchasing an additional 342 shares during the period. Hoxton Planning & Management LLC bought a new stake in iShares ESG MSCI USA Leaders ETF during the first quarter valued at about $211,000. Envestnet Asset Management Inc. increased its position in iShares ESG MSCI USA Leaders ETF by 12.8% in the second quarter. Envestnet Asset Management Inc. now owns 672,387 shares of the company’s stock worth $65,511,000 after buying an additional 76,347 shares in the last quarter. Finally, Retirement Capital Strategies raised its stake in shares of iShares ESG MSCI USA Leaders ETF by 0.8% in the fourth quarter. Retirement Capital Strategies now owns 30,051 shares of the company’s stock worth $2,536,000 after buying an additional 231 shares during the period.

iShares ESG MSCI USA Leaders ETF Trading Down 0.7 %

Shares of NASDAQ:SUSL opened at $100.51 on Tuesday. The stock has a 50 day moving average of $98.22 and a 200 day moving average of $95.96. The company has a market cap of $1.11 billion, a PE ratio of 29.97 and a beta of 1.00. iShares ESG MSCI USA Leaders ETF has a 12-month low of $71.94 and a 12-month high of $102.02.

iShares ESG MSCI USA Leaders ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were paid a dividend of $0.3186 per share. The ex-dividend date of this dividend was Wednesday, September 25th.

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.