1,820 Shares in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) Bought by Portland Financial Advisors Inc

Portland Financial Advisors Inc purchased a new position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,820 shares of the company’s stock, valued at approximately $221,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Crestwood Advisors Group LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 1.7% in the fourth quarter. Crestwood Advisors Group LLC now owns 10,988 shares of the company’s stock worth $1,336,000 after acquiring an additional 181 shares during the period. Boothe Investment Group Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 10.0% in the 4th quarter. Boothe Investment Group Inc. now owns 2,564 shares of the company’s stock worth $312,000 after purchasing an additional 233 shares in the last quarter. Wealthgarden F.S. LLC bought a new position in iShares MSCI USA ESG Select ETF in the 4th quarter worth approximately $223,000. Allodium Investment Consultants LLC purchased a new stake in iShares MSCI USA ESG Select ETF during the 4th quarter valued at approximately $297,000. Finally, Advyzon Investment Management LLC purchased a new stake in iShares MSCI USA ESG Select ETF during the 4th quarter valued at approximately $230,000.

iShares MSCI USA ESG Select ETF Stock Performance

SUSA stock opened at $123.24 on Monday. The company’s fifty day moving average price is $123.81 and its 200-day moving average price is $121.45. iShares MSCI USA ESG Select ETF has a one year low of $102.20 and a one year high of $127.15. The company has a market capitalization of $3.72 billion, a PE ratio of 27.26 and a beta of 1.04.

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.