Ferguson Wellman Capital Management Inc. Lowers Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Ferguson Wellman Capital Management Inc. trimmed its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 5.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,930 shares of the company’s stock after selling 156 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in iShares MSCI USA ESG Select ETF were worth $353,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in SUSA. Chilton Capital Management LLC bought a new position in shares of iShares MSCI USA ESG Select ETF during the 2nd quarter worth approximately $34,000. Strategic Financial Concepts LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF during the second quarter worth $40,000. NBC Securities Inc. lifted its position in iShares MSCI USA ESG Select ETF by 47.1% during the first quarter. NBC Securities Inc. now owns 400 shares of the company’s stock valued at $43,000 after purchasing an additional 128 shares during the period. Front Row Advisors LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 69.1% in the 2nd quarter. Front Row Advisors LLC now owns 465 shares of the company’s stock valued at $52,000 after buying an additional 190 shares during the period. Finally, Woodmont Investment Counsel LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the first quarter worth about $56,000.

iShares MSCI USA ESG Select ETF Price Performance

Shares of NYSEARCA SUSA opened at $121.71 on Friday. The stock has a market capitalization of $3.85 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02. The firm’s 50 day simple moving average is $117.97 and its 200-day simple moving average is $112.79. iShares MSCI USA ESG Select ETF has a 12 month low of $85.04 and a 12 month high of $122.37.

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.