iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) is Shira Ridge Wealth Management’s Largest Position

Shira Ridge Wealth Management lessened its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 0.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 274,547 shares of the company’s stock after selling 562 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for about 17.2% of Shira Ridge Wealth Management’s holdings, making the stock its biggest holding. Shira Ridge Wealth Management owned approximately 0.86% of iShares MSCI USA ESG Select ETF worth $29,972,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently bought and sold shares of SUSA. NBC Securities Inc. boosted its stake in shares of iShares MSCI USA ESG Select ETF by 47.1% in the first quarter. NBC Securities Inc. now owns 400 shares of the company’s stock valued at $43,000 after purchasing an additional 128 shares during the period. Northwest Financial Advisors purchased a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter valued at approximately $46,000. Westend Capital Management LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at approximately $55,000. Woodmont Investment Counsel LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at approximately $56,000. Finally, Assetmark Inc. purchased a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter valued at approximately $57,000.

iShares MSCI USA ESG Select ETF Trading Up 0.6 %

NYSEARCA:SUSA traded up $0.69 during mid-day trading on Tuesday, hitting $112.77. The stock had a trading volume of 55,353 shares, compared to its average volume of 295,519. The stock has a 50-day simple moving average of $109.55 and a two-hundred day simple moving average of $105.95. The company has a market capitalization of $3.57 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a twelve month low of $85.04 and a twelve month high of $113.45.

About iShares MSCI USA ESG Select ETF

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.