Mission Wealth Management LP Decreases Holdings in iShares MSCI USA ESG Select ETF $SUSA

Mission Wealth Management LP trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 411,005 shares of the company’s stock after selling 7,319 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for about 1.1% of Mission Wealth Management LP’s holdings, making the stock its 15th largest holding. Mission Wealth Management LP’s holdings in iShares MSCI USA ESG Select ETF were worth $57,271,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of SUSA. Concurrent Investment Advisors LLC grew its position in iShares MSCI USA ESG Select ETF by 3.4% during the 4th quarter. Concurrent Investment Advisors LLC now owns 2,740 shares of the company’s stock worth $382,000 after acquiring an additional 89 shares during the last quarter. Berman McAleer LLC grew its position in iShares MSCI USA ESG Select ETF by 1.0% during the 4th quarter. Berman McAleer LLC now owns 9,339 shares of the company’s stock worth $1,301,000 after acquiring an additional 92 shares during the last quarter. Aprio Wealth Management LLC grew its position in iShares MSCI USA ESG Select ETF by 0.6% during the 3rd quarter. Aprio Wealth Management LLC now owns 17,691 shares of the company’s stock worth $2,400,000 after acquiring an additional 99 shares during the last quarter. Investors Research Corp grew its position in iShares MSCI USA ESG Select ETF by 13.8% during the 4th quarter. Investors Research Corp now owns 817 shares of the company’s stock worth $114,000 after acquiring an additional 99 shares during the last quarter. Finally, Sharper & Granite LLC grew its position in iShares MSCI USA ESG Select ETF by 2.5% during the 4th quarter. Sharper & Granite LLC now owns 4,352 shares of the company’s stock worth $606,000 after acquiring an additional 105 shares during the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

SUSA opened at $149.60 on Monday. The stock’s 50 day simple moving average is $139.54 and its 200 day simple moving average is $139.70. iShares MSCI USA ESG Select ETF has a 1 year low of $119.50 and a 1 year high of $151.69. The firm has a market cap of $3.92 billion, a price-to-earnings ratio of -268.25 and a beta of 1.06.

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.