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

Orgel Wealth Management LLC cut its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 1.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,570 shares of the company’s stock after selling 191 shares during the period. Orgel Wealth Management LLC owned about 0.12% of iShares ESG MSCI USA Leaders ETF worth $1,192,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Sweeney & Michel LLC increased its stake in iShares ESG MSCI USA Leaders ETF by 3.0% in the 3rd quarter. Sweeney & Michel LLC now owns 3,799 shares of the company’s stock valued at $393,000 after buying an additional 112 shares during the last quarter. Foster Group Inc. increased its holdings in shares of iShares ESG MSCI USA Leaders ETF by 4.9% in the third quarter. Foster Group Inc. now owns 3,187 shares of the company’s stock valued at $323,000 after purchasing an additional 149 shares during the last quarter. Brookstone Capital Management boosted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 0.7% during the third quarter. Brookstone Capital Management now owns 22,467 shares of the company’s stock worth $2,281,000 after acquiring an additional 162 shares during the period. SWS Partners lifted its holdings in shares of iShares ESG MSCI USA Leaders ETF by 6.7% during the third quarter. SWS Partners now owns 3,172 shares of the company’s stock worth $322,000 after buying an additional 200 shares in the last quarter. Finally, Mayflower Financial Advisors LLC increased its holdings in shares of iShares ESG MSCI USA Leaders ETF by 6.2% during the third quarter. Mayflower Financial Advisors LLC now owns 3,823 shares of the company’s stock worth $388,000 after purchasing an additional 222 shares during the period.

iShares ESG MSCI USA Leaders ETF Price Performance

NASDAQ SUSL opened at $105.37 on Friday. The stock has a market capitalization of $1.01 billion, a PE ratio of 29.97 and a beta of 1.00. iShares ESG MSCI USA Leaders ETF has a fifty-two week low of $84.34 and a fifty-two week high of $108.04. The business has a fifty day moving average price of $105.22 and a two-hundred day moving average price of $101.51.

iShares ESG MSCI USA Leaders ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a dividend of $0.331 per share. This is a positive change 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.