Portfolio Resources Advisor Group Inc. Makes New $530,000 Investment in iShares MSCI USA ESG Select ETF $SUSA

Portfolio Resources Advisor Group Inc. acquired a new position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,800 shares of the company’s stock, valued at approximately $530,000.

A number of other institutional investors also recently made changes to their positions in the company. Flagship Wealth Advisors LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 7.0% during the fourth quarter. Flagship Wealth Advisors LLC now owns 1,177 shares of the company’s stock worth $164,000 after acquiring an additional 77 shares during the period. Concurrent Investment Advisors LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 3.4% during the fourth quarter. Concurrent Investment Advisors LLC now owns 2,740 shares of the company’s stock worth $382,000 after acquiring an additional 89 shares during the period. Berman McAleer LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 1.0% during the fourth quarter. Berman McAleer LLC now owns 9,339 shares of the company’s stock worth $1,301,000 after acquiring an additional 92 shares during the period. Arkadios Wealth Advisors boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 3.7% during the fourth quarter. Arkadios Wealth Advisors now owns 2,604 shares of the company’s stock worth $363,000 after acquiring an additional 92 shares during the period. Finally, Aprio Wealth Management LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 0.6% during the third quarter. Aprio Wealth Management LLC now owns 17,691 shares of the company’s stock worth $2,400,000 after acquiring an additional 99 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of NYSEARCA:SUSA opened at $152.05 on Monday. iShares MSCI USA ESG Select ETF has a 12-month low of $121.63 and a 12-month high of $155.82. The stock has a market cap of $3.98 billion, a PE ratio of -272.64 and a beta of 1.06. The business has a 50 day moving average of $146.73 and a 200-day moving average of $141.73.

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.