Stewardship Advisors LLC Lowers Holdings in iShares MSCI USA ESG Select ETF $SUSA

Stewardship Advisors LLC lowered its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 6.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 87,515 shares of the company’s stock after selling 5,597 shares during the quarter. iShares MSCI USA ESG Select ETF makes up about 2.8% of Stewardship Advisors LLC’s portfolio, making the stock its 11th biggest position. Stewardship Advisors LLC owned approximately 0.33% of iShares MSCI USA ESG Select ETF worth $11,871,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of SUSA. Hantz Financial Services Inc. purchased a new position in shares of iShares MSCI USA ESG Select ETF during the second quarter valued at $49,000. MassMutual Private Wealth & Trust FSB bought a new position in iShares MSCI USA ESG Select ETF during the 3rd quarter worth about $54,000. Concord Wealth Partners purchased a new position in iShares MSCI USA ESG Select ETF during the 2nd quarter valued at about $68,000. AE Wealth Management LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 89.5% in the 2nd quarter. AE Wealth Management LLC now owns 665 shares of the company’s stock valued at $84,000 after purchasing an additional 314 shares in the last quarter. Finally, Caldwell Trust Co bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 2nd quarter valued at about $101,000.

iShares MSCI USA ESG Select ETF Stock Performance

NYSEARCA SUSA opened at $141.76 on Monday. The company has a market cap of $3.78 billion, a PE ratio of -254.19 and a beta of 1.05. The firm’s 50 day moving average price is $139.51 and its 200-day moving average price is $135.05. iShares MSCI USA ESG Select ETF has a 52-week low of $99.48 and a 52-week high of $142.64.

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.