Spinnaker Trust trimmed its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 10.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 629,088 shares of the company’s stock after selling 71,703 shares during the period. iShares MSCI USA ESG Select ETF makes up approximately 4.7% of Spinnaker Trust’s portfolio, making the stock its 3rd largest holding. Spinnaker Trust’s holdings in iShares MSCI USA ESG Select ETF were worth $75,723,000 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 the stock. Aprio Wealth Management LLC grew its holdings in iShares MSCI USA ESG Select ETF by 0.6% during the 2nd quarter. Aprio Wealth Management LLC now owns 15,243 shares of the company’s stock valued at $1,713,000 after buying an additional 88 shares in the last quarter. One Capital Management LLC boosted its position in shares of iShares MSCI USA ESG Select ETF by 0.6% during the second quarter. One Capital Management LLC now owns 16,551 shares of the company’s stock valued at $1,860,000 after buying an additional 93 shares during the period. HCR Wealth Advisors raised its holdings in shares of 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 worth $316,000 after buying an additional 100 shares during the period. TriaGen Wealth Management LLC lifted its stake in shares of iShares MSCI USA ESG Select ETF by 2.4% during the 3rd quarter. TriaGen Wealth Management LLC now owns 5,178 shares of the company’s stock worth $623,000 after acquiring an additional 123 shares during the last quarter. Finally, Cobblestone Capital Advisors LLC NY grew its position in iShares MSCI USA ESG Select ETF by 0.4% in the 2nd quarter. Cobblestone Capital Advisors LLC NY now owns 31,673 shares of the company’s stock valued at $3,559,000 after acquiring an additional 124 shares during the last quarter.
iShares MSCI USA ESG Select ETF Trading Up 1.9 %
Shares of iShares MSCI USA ESG Select ETF stock traded up $2.32 during trading on Wednesday, hitting $122.36. 10,256 shares of the stock traded hands, compared to its average volume of 195,893. The firm has a market cap of $3.87 billion, a P/E ratio of 28.35 and a beta of 1.02. The stock’s fifty day simple moving average is $118.95 and its 200 day simple moving average is $114.08. iShares MSCI USA ESG Select ETF has a 52-week low of $90.07 and a 52-week high of $122.50.
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.
Further Reading
- Five stocks we like better than iShares MSCI USA ESG Select ETF
- What is the Nasdaq? Complete Overview with History
- Macro Headwinds Send Microchip Technology Stock to the Buy Zone
- Canada Bond Market Holiday: How to Invest and Trade
- 3 Rising-Margin Stocks with Strong Growth Potential
- Breakout Stocks: What They Are and How to Identify Them
- 3 Recession-Resistant Stocks: Low Beta, High Margins, Low Debt
Want to see what other hedge funds are holding SUSA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report).
Receive News & Ratings for iShares MSCI USA ESG Select ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA ESG Select ETF and related companies with MarketBeat.com's FREE daily email newsletter.