Brookstone Capital Management Lowers Stock Position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Posted by on Jul 2nd, 2023

Brookstone Capital Management cut its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 7.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 30,321 shares of the company’s stock after selling 2,569 shares during the period. Brookstone Capital Management owned 0.07% of iShares ESG MSCI USA Leaders ETF worth $2,173,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in SUSL. Mather Group LLC. boosted its position in iShares ESG MSCI USA Leaders ETF by 44.0% during the 4th quarter. Mather Group LLC. now owns 8,363 shares of the company’s stock worth $555,000 after purchasing an additional 2,555 shares during the period. Royal Bank of Canada boosted its position in iShares ESG MSCI USA Leaders ETF by 9.7% during the 3rd quarter. Royal Bank of Canada now owns 372,574 shares of the company’s stock worth $23,010,000 after purchasing an additional 32,884 shares during the period. RCS Financial Planning LLC acquired a new position in iShares ESG MSCI USA Leaders ETF in the 4th quarter worth $225,000. Mercer Global Advisors Inc. ADV lifted its holdings in iShares ESG MSCI USA Leaders ETF by 58.6% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 155,216 shares of the company’s stock worth $10,292,000 after buying an additional 57,367 shares in the last quarter. Finally, Dentgroup LLC lifted its holdings in iShares ESG MSCI USA Leaders ETF by 2.6% in the 4th quarter. Dentgroup LLC now owns 7,405 shares of the company’s stock worth $491,000 after buying an additional 186 shares in the last quarter.

iShares ESG MSCI USA Leaders ETF Price Performance

Shares of SUSL stock opened at $77.42 on Friday. iShares ESG MSCI USA Leaders ETF has a 12 month low of $59.87 and a 12 month high of $77.56. The firm has a market capitalization of $3.44 billion, a P/E ratio of 19.77 and a beta of 1.00. The company’s fifty day moving average price is $73.79 and its two-hundred day moving average price is $71.43.

iShares ESG MSCI USA Leaders ETF Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 13th. Shareholders of record on Thursday, June 8th were issued a $0.2297 dividend. The ex-dividend date of this dividend was Wednesday, June 7th. This represents a $0.92 dividend on an annualized basis and a yield of 1.19%.

iShares ESG MSCI USA Leaders ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

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