iShares ESG MSCI USA Leaders ETF (SUSL)

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.

Investors were net purchasers of fund assets for the second consecutive week, injecting a net $19.2 billion for the LSEG Lipper fund-flows week ended June 14. Equity ETFs witnessed net inflows for the third week in four, attracting a little more than $25.2 billion for the most recent fund-flows week. For the second week in a row, taxable fixed income ETFs experienced net inflows, taking in $4.4 billion this week.

This week, the iShares Climate Conscious & Transition MSCI USA ETF (USCL), a newly launched ESG ETF, saw strong net inflows from Ilmarinen, a Finnish insurance company. At the same time, an older ESG ETF, the iShares ESG MSCI USA Leaders ETF (SUSL), incurred a sizable redemption.

However, the fund in question takes a climate-focused rather than a broad ESG approach.

ESGV is a somewhat strict total market ESG fund that avoids companies involved in the sale of alcohol, tobacco, weapons, and coal, oil, and gas, among several others. Additional screening criteria excludes mega-cap giants Berkshire Hathaway, Johnson & Johnson, Walmart, and Wells Fargo. Even NextEra Energy isn't eligible.

ESG ETFs have lagged conventional funds year to date.

If you're wondering what ESG investing is, then I have the answer for you. Environmental, social and governance ( ESG ) investing is a trend that has picked up momentum in recent years.

The environmental, social, and governance (ESG) market continues to experience growth, and increasing inflows as ever more investors pour into the space. Over the course of this year, more than $120 billion was invested in ESG funds, but it's a space that is primarily hampered by just a few institutional investors who control the vast [.

Several ETF issuers have come up with new socially responsible products this month. Let's find out what's behind the euphoria in the ESG investing.

Between 2018 and 2020, total U.S.-domiciled sustainably invested assets under management skyrocketed 42% to $17.1 trillion, per a CNBC article.

Between 2018 and 2020, total U.S.-domiciled sustainably invested assets under management skyrocketed 42% to $17.1 trillion, per a CNBC article.

An analysis that takes on common misperceptions about ESG investing.

From Fad To Sustainable Trend: The ESG Juggernaut Continues To Pick Up Steam (Podcast Transcript)