Asset Dedication LLC Sells 448 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Asset Dedication LLC lessened its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 2.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,769 shares of the company’s stock after selling 448 shares during the period. Asset Dedication LLC owned approximately 0.07% of iShares MSCI USA ESG Select ETF worth $2,647,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Greenup Street Wealth Management LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 47.7% during the 4th quarter. Greenup Street Wealth Management LLC now owns 8,375 shares of the company’s stock valued at $1,018,000 after purchasing an additional 2,703 shares in the last quarter. Stewardship Advisors LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 34.8% during the 4th quarter. Stewardship Advisors LLC now owns 104,013 shares of the company’s stock valued at $12,647,000 after purchasing an additional 26,877 shares in the last quarter. Brighton Jones LLC bought a new stake in iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $678,000. Adirondack Trust Co. lifted its stake in iShares MSCI USA ESG Select ETF by 3.5% in the 4th quarter. Adirondack Trust Co. now owns 2,427 shares of the company’s stock valued at $295,000 after acquiring an additional 82 shares in the last quarter. Finally, Finley Financial LLC bought a new stake in iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $937,000.

iShares MSCI USA ESG Select ETF Trading Up 0.7 %

SUSA stock opened at $125.06 on Wednesday. The firm has a market capitalization of $3.96 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 1-year low of $101.26 and a 1-year high of $127.15. The business’s 50 day simple moving average is $124.18 and its 200 day simple moving average is $120.02.

iShares MSCI USA ESG Select ETF Profile

The iShares MSCI USA ESG Select ETF (SUSA) is an exchange-traded fund that is based on the MSCI USA Extended ESG Select index. The fund tracks an index of US companies with high environmental, social and governance (ESG) factor scores as calculated by MSCI. SUSA was launched on Jan 24, 2005 and is managed by BlackRock.