Asset Dedication LLC Trims Stock Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Asset Dedication LLC decreased its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 4.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,756 shares of the company’s stock after selling 980 shares during the quarter. Asset Dedication LLC owned about 0.07% of iShares MSCI USA ESG Select ETF worth $2,445,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SUSA. Chilton Capital Management LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF during the 2nd quarter worth $34,000. Strategic Financial Concepts LLC purchased a new position in iShares MSCI USA ESG Select ETF during the second quarter worth about $40,000. NBC Securities Inc. boosted its stake in iShares MSCI USA ESG Select ETF by 47.1% during the first quarter. NBC Securities Inc. now owns 400 shares of the company’s stock worth $43,000 after buying an additional 128 shares during the period. Northwest Financial Advisors purchased a new position in shares of iShares MSCI USA ESG Select ETF during the 4th quarter worth approximately $46,000. Finally, Westend Capital Management LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at $55,000.

iShares MSCI USA ESG Select ETF Price Performance

Shares of iShares MSCI USA ESG Select ETF stock opened at $113.32 on Friday. The stock has a market capitalization of $3.59 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02. The business has a 50-day moving average of $114.42 and a 200 day moving average of $110.29. iShares MSCI USA ESG Select ETF has a 12 month low of $85.04 and a 12 month high of $118.36.

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.