Opal Wealth Advisors LLC Has $301,000 Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Opal Wealth Advisors LLC decreased its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 10.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,474 shares of the company’s stock after selling 303 shares during the period. Opal Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $301,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in SUSA. Sanctuary Advisors LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF in the second quarter valued at about $383,000. HCR Wealth Advisors increased its stake in shares of iShares MSCI USA ESG Select ETF by 4.0% in the third quarter. HCR Wealth Advisors now owns 2,628 shares of the company’s stock valued at $316,000 after buying an additional 100 shares during the period. Zhang Financial LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF in the third quarter valued at about $848,000. First Pacific Financial increased its stake in shares of iShares MSCI USA ESG Select ETF by 168.0% in the third quarter. First Pacific Financial now owns 11,755 shares of the company’s stock valued at $1,415,000 after buying an additional 7,369 shares during the period. Finally, Asset Dedication LLC increased its stake in shares of iShares MSCI USA ESG Select ETF by 2.1% in the third quarter. Asset Dedication LLC now owns 22,217 shares of the company’s stock valued at $2,674,000 after buying an additional 461 shares during the period.

iShares MSCI USA ESG Select ETF Trading Down 0.9 %

Shares of SUSA stock opened at $123.57 on Monday. The stock has a market cap of $3.91 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02. The stock has a 50-day moving average of $124.11 and a 200-day moving average of $120.55. iShares MSCI USA ESG Select ETF has a 1-year low of $102.20 and a 1-year high of $127.15.

iShares MSCI USA ESG Select ETF Company 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.