Mission Wealth Management LP Sells 15,217 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Mission Wealth Management LP lessened its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 3.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 435,684 shares of the company’s stock after selling 15,217 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for about 1.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 13th largest position. Mission Wealth Management LP owned 1.06% of iShares MSCI USA ESG Select ETF worth $43,791,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of SUSA. Peak Financial Management Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 2.8% during the fourth quarter. Peak Financial Management Inc. now owns 4,624 shares of the company’s stock worth $465,000 after acquiring an additional 127 shares in the last quarter. McAdam LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 5.1% in the third quarter. McAdam LLC now owns 2,838 shares of the company’s stock valued at $255,000 after purchasing an additional 137 shares in the last quarter. Ferguson Wellman Capital Management Inc. lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 4.8% in the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 3,196 shares of the company’s stock valued at $321,000 after purchasing an additional 146 shares in the last quarter. Pinnacle Associates Ltd. lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 5.1% in the fourth quarter. Pinnacle Associates Ltd. now owns 3,579 shares of the company’s stock valued at $360,000 after purchasing an additional 173 shares in the last quarter. Finally, MJP Associates Inc. ADV raised its holdings in iShares MSCI USA ESG Select ETF by 5.5% during the fourth quarter. MJP Associates Inc. ADV now owns 3,387 shares of the company’s stock worth $340,000 after acquiring an additional 177 shares in the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

SUSA traded down $1.42 on Tuesday, hitting $104.39. 60,443 shares of the company were exchanged, compared to its average volume of 418,150. The stock’s fifty day moving average is $106.44 and its 200-day moving average is $100.33. The company has a market cap of $3.33 billion, a PE ratio of 27.12 and a beta of 1.03. iShares MSCI USA ESG Select ETF has a 12 month low of $85.04 and a 12 month high of $109.50.

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.