Western Wealth Management LLC Boosts Stock Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Western Wealth Management LLC boosted its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 7.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,414 shares of the company’s stock after purchasing an additional 375 shares during the period. Western Wealth Management LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $544,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Spartan Planning & Wealth Management purchased a new position in iShares MSCI USA ESG Select ETF in the third quarter worth $57,000. Worth Asset Management LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at $75,000. Patriot Investment Management Group Inc. bought a new stake in shares of iShares MSCI USA ESG Select ETF in the fourth quarter valued at $79,000. First Manhattan CO. LLC. bought a new stake in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at $88,000. Finally, Retirement Group LLC raised its stake in shares of iShares MSCI USA ESG Select ETF by 15.1% in the fourth quarter. Retirement Group LLC now owns 1,186 shares of the company’s stock valued at $98,000 after buying an additional 156 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA opened at $102.41 on Friday. iShares MSCI USA ESG Select ETF has a 1 year low of $85.04 and a 1 year high of $109.50. The firm has a market cap of $3.28 billion, a PE ratio of 27.17 and a beta of 1.03. The stock’s fifty day moving average price is $106.38 and its two-hundred day moving average price is $99.66.

iShares MSCI USA ESG Select ETF 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.