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HB Wealth Management LLC increased its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) by 23.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,443 shares of the company's stock after buying an additional 4,386 shares during the period.
Bank of America Corp DE trimmed its holdings in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) by 31.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 62,266 shares of the company's stock after selling 28,376 shares during the period. Bank of America
Farther Finance Advisors LLC decreased its holdings in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) by 37.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,708 shares of the company's stock after selling 5,221
Compound Planning Inc. acquired a new position in iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,278 shares of the company's stock, valued at approximately $501,000. Compound Planning Inc.
iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL - Get Free Report) was the recipient of a large increase in short interest in January. As of January 15th, there was short interest totaling 83,091 shares, an increase of 42.7% from the December 31st total of 58,247 shares. Based on an average daily volume of 35,903 shares,
Sequoia Financial Advisors LLC bought a new stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) in the undefined quarter, according to its most recent 13F filing with the SEC. The firm bought 8,694 shares of the company's stock, valued at approximately $1,018,000. Sequoia Financial Advisors LLC owned approximately 0.10%
iShares ESG MSCI USA Leaders ETF focuses on ESG investing, matching portfolios with environmental, social, and governance values through large and mid-cap US stocks. The SUSL fund screens companies based on strict ESG ratings, excluding those involved in questionable activities or showing poor ESG performance. SUSL outperforms peer funds, but investors should be aware of possible drawbacks and variations in ESG standards among rating agencies.
While 2023 proved to be a challenging year for US sustainable funds including ETFs, the underlying principles of ESG investing remain relevant and are increasingly being incorporated into mainstream investment strategies.