Greenup Street Wealth Management LLC Cuts Holdings in iShares MSCI USA ESG Select ETF $SUSA

Greenup Street Wealth Management LLC trimmed its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 2.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,778 shares of the company’s stock after selling 182 shares during the quarter. Greenup Street Wealth Management LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $986,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Envestnet Asset Management Inc. grew its holdings in shares of iShares MSCI USA ESG Select ETF by 26.8% during the first quarter. Envestnet Asset Management Inc. now owns 323,252 shares of the company’s stock valued at $37,132,000 after buying an additional 68,316 shares during the last quarter. Golden State Wealth Management LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 100.0% during the 1st quarter. Golden State Wealth Management LLC now owns 308 shares of the company’s stock worth $35,000 after purchasing an additional 154 shares during the last quarter. Janney Montgomery Scott LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 8.6% during the 2nd quarter. Janney Montgomery Scott LLC now owns 52,934 shares of the company’s stock worth $6,709,000 after purchasing an additional 4,205 shares during the last quarter. Assetmark Inc. acquired a new position in shares of iShares MSCI USA ESG Select ETF during the 1st quarter worth about $59,000. Finally, Geneos Wealth Management Inc. grew its stake in iShares MSCI USA ESG Select ETF by 10.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,816 shares of the company’s stock valued at $209,000 after acquiring an additional 170 shares in the last quarter.

iShares MSCI USA ESG Select ETF Trading Up 1.1%

Shares of NYSEARCA SUSA opened at $136.81 on Tuesday. The company has a 50-day moving average of $133.45 and a 200 day moving average of $125.50. iShares MSCI USA ESG Select ETF has a 12-month low of $99.48 and a 12-month high of $137.47. The stock has a market cap of $3.66 billion, a PE ratio of -245.31 and a beta of 1.02.

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.