iShares ESG MSCI USA Leaders ETF (SUSL)
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Farther Finance Advisors LLC Has $1.06 Million Stock Holdings in iShares ESG MSCI USA Leaders ETF $SUSL
Farther Finance Advisors LLC decreased its holdings in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ: SUSL) by 37.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,708 shares of the company's stock after selling 5,221
SUSL: Better ESG Investing Than Other Competitors
iShares ESG MSCI USA Leaders ETF focuses on ESG investing, matching portfolios with environmental, social, and governance values through large and mid-cap US stocks. The SUSL fund screens companies based on strict ESG ratings, excluding those involved in questionable activities or showing poor ESG performance. SUSL outperforms peer funds, but investors should be aware of possible drawbacks and variations in ESG standards among rating agencies.
iShares ESG MSCI USA Leaders ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 267 | $22,529.46 | $35,386.84 | $12,857.38 | 57.07% |
 Landaas & Company Landaas & Co | 3,021 | $289,442.01 | $401,434.11 | $111,992.1 | 38.69% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 82,341 | $6.78M | $10.98M | $4.2M | 61.9% |
 Bank of Italy Bank of Italy | 887,779 | $48.02M | $117.7M | $69.67M | 145.08% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 15,173 | $1.04M | $2.01M | $972,922.48 | 93.82% |
iShares ESG MSCI USA Leaders ETF (SUSL) FAQ
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iShares ESG MSCI USA Leaders ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund is designed to cater to investors looking to align their investment choices with their environmental, social, and governance (ESG) values. By committing at least 90% of its assets to the securities within its underlying index, the fund emphasizes a strong adherence to the investment strategy focused on ESG characteristics. It operates under the premise of free float-adjusted market capitalization weighting to ensure an accurate reflection of the equity performance of U.S. companies. The index serves as a measure to select companies that not only promise financial performance but also demonstrate favorable ESG qualities. This approach positions the fund as a non-diversified investment option, concentrating on delivering value through a meticulously curated selection of securities, thus appealing to ESG-conscious investors.
Products and Services
- Component Securities Investment
This product revolves around the fund's strategic investment in the component securities of the underlying index, which is designed to mirror the equity performance of U.S. companies with commendable ESG characteristics. By allocating at least 90% of its assets to these securities, the fund prioritizes investments in companies that align with the ESG values, ensuring that investors' financial goals move in tandem with their ethical considerations.
- Futures, Options, and Swap Contracts
Aside from direct equity investments, the fund offers exposure to certain futures, options, and swap contracts. This inclusion, up to 10% of the fund’s assets, introduces a layer of financial instruments that can potentially enhance the fund's performance through derivatives. These instruments are selected to complement the primary investment strategy, providing a hedge or leveraging opportunities within the regulatory framework of ESG principles.
- Cash and Cash Equivalents
The investment in cash and cash equivalents represents a strategic component of the fund’s asset allocation, ensuring liquidity and security within the investment portfolio. This not only facilitates the fund’s operational flexibility in executing investment decisions but also provides a buffer against market volatility, maintaining a balance between investment growth and risk management.
