Wealthgarden F.S. LLC Buys New Stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Wealthgarden F.S. LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,836 shares of the company’s stock, valued at approximately $223,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SUSA. Allodium Investment Consultants LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter worth about $297,000. Advyzon Investment Management LLC acquired a new position in iShares MSCI USA ESG Select ETF in the 4th quarter worth about $230,000. Abacus Planning Group Inc. boosted its position in iShares MSCI USA ESG Select ETF by 31.9% during the fourth quarter. Abacus Planning Group Inc. now owns 8,781 shares of the company’s stock worth $1,068,000 after purchasing an additional 2,123 shares in the last quarter. Fingerlakes Wealth Management Inc. grew its holdings in iShares MSCI USA ESG Select ETF by 4.3% in the fourth quarter. Fingerlakes Wealth Management Inc. now owns 16,506 shares of the company’s stock valued at $2,007,000 after purchasing an additional 674 shares during the period. Finally, Private Advisor Group LLC increased its position in shares of iShares MSCI USA ESG Select ETF by 1.9% in the fourth quarter. Private Advisor Group LLC now owns 36,765 shares of the company’s stock valued at $4,470,000 after buying an additional 671 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock opened at $123.24 on Friday. iShares MSCI USA ESG Select ETF has a 1-year low of $102.20 and a 1-year high of $127.15. The company has a market cap of $3.72 billion, a price-to-earnings ratio of 27.26 and a beta of 1.04. The stock has a 50 day simple moving average of $123.81 and a 200-day simple moving average of $121.36.

About iShares MSCI USA ESG Select ETF

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.