Orgel Wealth Management LLC Has $1.19 Million Stock Position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Orgel Wealth Management LLC reduced its holdings in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 1.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 11,570 shares of the company’s stock after selling 191 shares during the period. Orgel Wealth Management LLC’s holdings in iShares ESG MSCI USA Leaders ETF were worth $1,192,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Private Advisor Group LLC lifted its position in shares of iShares ESG MSCI USA Leaders ETF by 12.9% during the 3rd quarter. Private Advisor Group LLC now owns 8,203 shares of the company’s stock worth $833,000 after buying an additional 940 shares in the last quarter. US Bancorp DE lifted its holdings in iShares ESG MSCI USA Leaders ETF by 104.3% during the third quarter. US Bancorp DE now owns 2,100 shares of the company’s stock worth $213,000 after acquiring an additional 1,072 shares during the period. Principal Financial Group Inc. boosted its position 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 worth $10,148,000 after purchasing an additional 13,791 shares during the last quarter. Ridgeline Wealth LLC bought a new position in iShares ESG MSCI USA Leaders ETF in the 4th quarter valued at $345,000. Finally, Redhawk Wealth Advisors Inc. bought a new position in iShares ESG MSCI USA Leaders ETF in the 3rd quarter valued at $396,000.

iShares ESG MSCI USA Leaders ETF Stock Performance

Shares of NASDAQ:SUSL opened at $105.37 on Friday. The company has a market capitalization of $1.01 billion, a P/E ratio of 29.97 and a beta of 1.00. The company’s 50-day moving average is $105.22 and its 200 day moving average is $101.51. iShares ESG MSCI USA Leaders ETF has a fifty-two week low of $84.34 and a fifty-two week high of $108.04.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The business also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a $0.331 dividend. This is a boost from iShares ESG MSCI USA Leaders ETF’s previous dividend of $0.32. The ex-dividend date was Tuesday, December 17th.

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.