Strategic Wealth Investment Group LLC Sells 656 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Strategic Wealth Investment Group LLC lowered its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 25.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,883 shares of the company’s stock after selling 656 shares during the quarter. Strategic Wealth Investment Group LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $229,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Eastern Bank purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter valued at $45,000. Reston Wealth Management LLC purchased a new stake in iShares MSCI USA ESG Select ETF during the third quarter valued at about $79,000. Farther Finance Advisors LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 39.6% during the third quarter. Farther Finance Advisors LLC now owns 723 shares of the company’s stock valued at $87,000 after buying an additional 205 shares during the last quarter. Grant GrossMendelsohn LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter worth about $201,000. Finally, Consilio Wealth Advisors LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter valued at about $204,000.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock opened at $125.32 on Friday. The business has a 50-day moving average of $124.23 and a 200 day moving average of $120.08. The stock has a market capitalization of $3.97 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.

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.