Mission Wealth Management LP Lowers Position in iShares MSCI USA ESG Select ETF $SUSA

Mission Wealth Management LP trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 411,005 shares of the company’s stock after selling 7,319 shares during the period. iShares MSCI USA ESG Select ETF comprises 1.1% of Mission Wealth Management LP’s investment portfolio, making the stock its 15th largest position. Mission Wealth Management LP owned 1.55% of iShares MSCI USA ESG Select ETF worth $57,271,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Concurrent Investment Advisors LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 3.4% during the 4th quarter. Concurrent Investment Advisors LLC now owns 2,740 shares of the company’s stock valued at $382,000 after buying an additional 89 shares in the last quarter. Berman McAleer LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 1.0% during the 4th quarter. Berman McAleer LLC now owns 9,339 shares of the company’s stock valued at $1,301,000 after buying an additional 92 shares in the last quarter. Aprio Wealth Management LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 0.6% during the 3rd quarter. Aprio Wealth Management LLC now owns 17,691 shares of the company’s stock valued at $2,400,000 after buying an additional 99 shares in the last quarter. Investors Research Corp raised its holdings in shares of iShares MSCI USA ESG Select ETF by 13.8% during the 4th quarter. Investors Research Corp now owns 817 shares of the company’s stock valued at $114,000 after buying an additional 99 shares in the last quarter. Finally, Sharper & Granite LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 2.5% during the 4th quarter. Sharper & Granite LLC now owns 4,352 shares of the company’s stock valued at $606,000 after buying an additional 105 shares in the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of NYSEARCA SUSA opened at $149.60 on Monday. The stock has a market cap of $3.92 billion, a price-to-earnings ratio of -268.25 and a beta of 1.06. iShares MSCI USA ESG Select ETF has a 1-year low of $119.50 and a 1-year high of $151.69. The stock’s 50-day moving average is $139.54 and its 200 day moving average is $139.70.

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.