Sax Wealth Advisors LLC increased its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 4.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,423 shares of the company’s stock after purchasing an additional 375 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,024,000 at the end of the most recent quarter.
Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in iShares MSCI USA ESG Select ETF by 2.6% in the second quarter. Brighton Jones LLC now owns 5,534 shares of the company’s stock worth $622,000 after purchasing an additional 142 shares during the period. Bank of Montreal Can grew its stake in shares of iShares MSCI USA ESG Select ETF by 1.7% in the 2nd quarter. Bank of Montreal Can now owns 47,768 shares of the company’s stock valued at $5,397,000 after buying an additional 777 shares during the period. Wescott Financial Advisory Group LLC increased its position in iShares MSCI USA ESG Select ETF by 36.4% in the 2nd quarter. Wescott Financial Advisory Group LLC now owns 11,158 shares of the company’s stock valued at $1,254,000 after buying an additional 2,977 shares in the last quarter. Susquehanna International Group LLP raised its stake in iShares MSCI USA ESG Select ETF by 138.1% during the 2nd quarter. Susquehanna International Group LLP now owns 48,068 shares of the company’s stock worth $5,401,000 after buying an additional 27,884 shares during the period. Finally, Creative Planning boosted its holdings in iShares MSCI USA ESG Select ETF by 31.5% in the second quarter. Creative Planning now owns 50,206 shares of the company’s stock worth $5,642,000 after acquiring an additional 12,040 shares in the last quarter.
iShares MSCI USA ESG Select ETF Stock Performance
Shares of iShares MSCI USA ESG Select ETF stock opened at $124.42 on Friday. The stock has a market capitalization of $3.94 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 52 week low of $99.37 and a 52 week high of $127.15. The stock has a 50 day moving average price of $123.91 and a two-hundred day moving average price of $119.39.
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.
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