Asset Dedication LLC Has $2.65 Million Stock Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Asset Dedication LLC trimmed its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 2.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 21,769 shares of the company’s stock after selling 448 shares during the period. Asset Dedication LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $2,647,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Eastern Bank acquired a new stake in shares of iShares MSCI USA ESG Select ETF during the 3rd quarter worth $45,000. Reston Wealth Management LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 3rd quarter worth $79,000. Farther Finance Advisors LLC lifted its position in shares of iShares MSCI USA ESG Select ETF by 39.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 723 shares of the company’s stock worth $87,000 after buying an additional 205 shares during the last quarter. Grant GrossMendelsohn LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter worth $201,000. Finally, Consilio Wealth Advisors LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 3rd quarter worth $204,000.

iShares MSCI USA ESG Select ETF Stock Up 0.7 %

Shares of SUSA stock opened at $125.06 on Wednesday. iShares MSCI USA ESG Select ETF has a twelve month low of $101.26 and a twelve month high of $127.15. The company has a market cap of $3.96 billion, a P/E ratio of 28.35 and a beta of 1.02. The business has a fifty day simple moving average of $124.18 and a 200 day simple moving average of $120.02.

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.