Shira Ridge Wealth Management Boosts Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

Shira Ridge Wealth Management increased its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 289,514 shares of the company’s stock after buying an additional 4,750 shares during the period. iShares MSCI USA ESG Select ETF accounts for 16.2% of Shira Ridge Wealth Management’s holdings, making the stock its biggest holding. Shira Ridge Wealth Management owned about 1.07% of iShares MSCI USA ESG Select ETF worth $40,342,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Berman McAleer LLC bought a new position in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter worth about $1,254,000. eCIO Inc. lifted its stake in shares of iShares MSCI USA ESG Select ETF by 13.8% in the 3rd quarter. eCIO Inc. now owns 66,222 shares of the company’s stock valued at $8,983,000 after purchasing an additional 8,048 shares during the period. Baird Financial Group Inc. boosted its position in shares of iShares MSCI USA ESG Select ETF by 24.8% during the 2nd quarter. Baird Financial Group Inc. now owns 182,517 shares of the company’s stock valued at $23,134,000 after purchasing an additional 36,327 shares in the last quarter. Elevation Capital Advisory LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 3rd quarter valued at about $6,826,000. Finally, J.W. Cole Advisors Inc. grew its stake in iShares MSCI USA ESG Select ETF by 111.0% during the second quarter. J.W. Cole Advisors Inc. now owns 14,433 shares of the company’s stock worth $1,829,000 after purchasing an additional 7,592 shares during the period.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of SUSA stock opened at $132.93 on Wednesday. The company has a market cap of $3.54 billion, a P/E ratio of -238.36 and a beta of 1.05. The stock has a 50 day simple moving average of $139.08 and a two-hundred day simple moving average of $138.17. iShares MSCI USA ESG Select ETF has a fifty-two week low of $99.48 and a fifty-two week high of $143.18.

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.