Charter Oak Capital Management LLC Sells 3,090 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Charter Oak Capital Management LLC trimmed its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSAFree Report) by 3.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,462 shares of the company’s stock after selling 3,090 shares during the period. iShares MSCI USA ESG Select ETF comprises about 0.9% of Charter Oak Capital Management LLC’s holdings, making the stock its 14th largest position. Charter Oak Capital Management LLC owned approximately 0.24% of iShares MSCI USA ESG Select ETF worth $9,175,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Adirondack Trust Co. raised its holdings in shares of iShares MSCI USA ESG Select ETF by 3.5% in the fourth quarter. Adirondack Trust Co. now owns 2,427 shares of the company’s stock valued at $295,000 after purchasing an additional 82 shares during the last quarter. Harbor Group Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 2.7% during the fourth quarter. Harbor Group Inc. now owns 3,457 shares of the company’s stock worth $420,000 after acquiring an additional 91 shares during the period. FMR LLC boosted its position in iShares MSCI USA ESG Select ETF by 1.7% in the third quarter. FMR LLC now owns 5,388 shares of the company’s stock worth $649,000 after purchasing an additional 92 shares during the last quarter. Traphagen Investment Advisors LLC grew its position in iShares MSCI USA ESG Select ETF by 1.2% during the fourth quarter. Traphagen Investment Advisors LLC now owns 8,344 shares of the company’s stock valued at $1,015,000 after buying an additional 96 shares during the period. Finally, HCR Wealth Advisors boosted its stake in iShares MSCI USA ESG Select ETF by 4.0% in the third quarter. HCR Wealth Advisors now owns 2,628 shares of the company’s stock valued at $316,000 after acquiring an additional 100 shares during the last quarter.

iShares MSCI USA ESG Select ETF Stock Down 1.4 %

Shares of SUSA stock opened at $124.25 on Tuesday. The firm has a market cap of $3.93 billion, a P/E ratio of 28.35 and a beta of 1.02. The company has a 50 day moving average of $124.13 and a 200-day moving average of $119.95. iShares MSCI USA ESG Select ETF has a 12-month low of $101.26 and a 12-month high of $127.15.

About iShares MSCI USA ESG Select ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

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