Morris Financial Concepts Inc. Has $543,000 Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Morris Financial Concepts Inc. lifted its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 27.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,972 shares of the company’s stock after purchasing an additional 1,058 shares during the period. Morris Financial Concepts Inc.’s holdings in iShares MSCI USA ESG Select ETF were worth $543,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of SUSA. DSM Capital Partners LLC bought a new stake in iShares MSCI USA ESG Select ETF in the 4th quarter valued at $798,000. Wescott Financial Advisory Group LLC lifted its stake in iShares MSCI USA ESG Select ETF by 4.8% in the 4th quarter. Wescott Financial Advisory Group LLC now owns 7,984 shares of the company’s stock valued at $802,000 after purchasing an additional 366 shares during the last quarter. Private Wealth Management Group LLC acquired a new position in iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $227,000. Pinnacle Wealth Management Advisory Group LLC raised its holdings in iShares MSCI USA ESG Select ETF by 6.6% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,580 shares of the company’s stock worth $259,000 after purchasing an additional 160 shares during the last quarter. Finally, Financial Network Wealth Management LLC boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 21.0% during the 4th quarter. Financial Network Wealth Management LLC now owns 35,482 shares of the company’s stock worth $3,566,000 after buying an additional 6,152 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock traded down $0.29 during trading hours on Monday, reaching $112.08. The company had a trading volume of 41,694 shares, compared to its average volume of 297,441. The business has a fifty day simple moving average of $109.21 and a 200-day simple moving average of $105.77. iShares MSCI USA ESG Select ETF has a 12 month low of $85.04 and a 12 month high of $113.45. The company has a market cap of $3.55 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02.

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.