OLIO Financial Planning Makes New $291,000 Investment in iShares MSCI USA ESG Select ETF $SUSA

OLIO Financial Planning bought a new position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,293 shares of the company’s stock, valued at approximately $291,000.

Other institutional investors have also recently bought and sold shares of the company. CX Institutional bought a new stake in iShares MSCI USA ESG Select ETF in the first quarter valued at approximately $27,000. Golden State Wealth Management LLC raised its stake in iShares MSCI USA ESG Select ETF by 100.0% during the 1st quarter. Golden State Wealth Management LLC now owns 308 shares of the company’s stock worth $35,000 after buying an additional 154 shares during the period. NBC Securities Inc. acquired a new stake in iShares MSCI USA ESG Select ETF during the 1st quarter worth $47,000. Assetmark Inc. acquired a new stake in iShares MSCI USA ESG Select ETF during the 1st quarter worth $59,000. Finally, Smartleaf Asset Management LLC bought a new position in iShares MSCI USA ESG Select ETF during the first quarter worth about $59,000.

iShares MSCI USA ESG Select ETF Trading Down 0.6%

NYSEARCA:SUSA opened at $133.39 on Wednesday. iShares MSCI USA ESG Select ETF has a 1 year low of $99.48 and a 1 year high of $134.33. The stock has a 50-day moving average price of $130.16 and a two-hundred day moving average price of $122.19. The stock has a market cap of $3.68 billion, a price-to-earnings ratio of -239.18 and a beta of 1.02.

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.