Mercer Global Advisors Inc. ADV increased its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL) by 11.2% in the second quarter, owning 739,624 shares worth $71,792,000. Other institutional investors and hedge funds also adjusted their holdings in the ETF. Advisory Services Network LLC boosted its position by 5.0%, owning 3,626 shares valued at $306,000. Sweeney & Michel LLC increased its holdings by 6.0%, now owning 3,687 shares worth $367,000. SWS Partners raised its stake by 7.3%, owning 3,274 shares worth $307,000. Retirement Capital Strategies increased its stake by 0.8%, owning 30,051 shares worth $2,536,000. Tcwp LLC raised its stake by 3.4%, owning 7,528 shares worth $635,000. The ETF, with a market cap of $1.07 billion, has a PE ratio of 29.97 and a beta of 1.00. The 52-week low and high are $71.94 and $101.02, respectively. The ETF, managed by BlackRock, tracks the MSCI USA Extended ESG Leaders index, focusing on large- and mid-cap firms with high ESG ratings.
Source: theenterpriseleader.comPublished on 2024-09-18
Related news
- 4 , 756 Shares in Nuveen ESG Mid - Cap Growth ETF ( BATS : NUMG ) Bought by Wealthcare Advisory Partners LLC
- Regal Investment Advisors LLC Has $243 , 000 Stock Position in iShares ESG MSCI united states Leaders ETF ( NASDAQ : SUSL )
- Private Advisor Group LLC Cuts Stock Position in iShares MSCI united states ESG Select ETF ( NYSEARCA : SUSA )
- PrairieView Partners LLC Boosts Stock Holdings in Avantis Responsible Emerging Markets Equity ETF ( NYSEARCA : AVSE )
- Vanguard ESG US Stock ETF ( BATS : ESGV ) Shares Acquired by White Lighthouse Investment Management Inc .
- Dun & Bradstreet ( NYSE : DNB ) Releases FY24 Earnings Guidance
- Journey Strategic Wealth LLC Sells 213 Shares of SPDR S & P 500 ESG ETF ( NYSEARCA : EFIV )
- Envestnet Portfolio Solutions Inc . Has $15 . 86 Million Stake in Nuveen ESG Large - Cap Growth ETF ( BATS : NULG )
- Townsend Asset Management Corp NC ADV Purchases Shares of 11 , 116 EA Bridgeway Blue Chip ETF ( NYSEARCA : BBLU )
- Scarborough Advisors LLC Invests $30 , 000 in SPDR S & P Emerging Markets Dividend ETF ( NYSEARCA : EDIV )
- Wealthspire Advisors LLC Takes Position in JPMorgan Nasdaq Equity Premium Income ETF ( NASDAQ : JEPQ )
- Larson Financial Group LLC Cuts Position in Vanguard ESG International Stock ETF ( BATS : VSGX )
- First Republic Investment Management Inc . Sells 2 , 164 Shares of Nuveen ESG Large - Cap Growth ETF ( BATS : NULG )
- Envestnet Asset Management Inc . Sells 68 , 598 Shares of iShares ESG Advanced MSCI united states ETF ( NASDAQ : USXF )
- Opes Wealth Management LLC Takes $439 , 000 Position in iShares ESG Screened S & P Mid - Cap ETF ( BATS : XJH )