Opulen Financial Group LLC Takes Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Opulen Financial Group LLC purchased a new position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 4,050 shares of the company’s stock, valued at approximately $492,000.

Other hedge funds have also recently bought and sold shares of the company. Accredited Investors Inc. grew its holdings in iShares MSCI USA ESG Select ETF by 1,177.0% in the third quarter. Accredited Investors Inc. now owns 776,554 shares of the company’s stock valued at $90,826,000 after purchasing an additional 715,745 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter worth about $44,747,000. World Investment Advisors LLC grew its stake in iShares MSCI USA ESG Select ETF by 9,889.3% in the 3rd quarter. World Investment Advisors LLC now owns 197,289 shares of the company’s stock valued at $23,748,000 after acquiring an additional 195,314 shares during the last quarter. Strategic Financial Concepts LLC purchased a new position in iShares MSCI USA ESG Select ETF during the 4th quarter valued at about $4,642,000. Finally, Stewardship Advisors LLC increased its holdings in iShares MSCI USA ESG Select ETF by 34.8% during the 4th quarter. Stewardship Advisors LLC now owns 104,013 shares of the company’s stock valued at $12,647,000 after acquiring an additional 26,877 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

SUSA stock opened at $120.02 on Thursday. The company’s 50 day simple moving average is $123.49 and its 200-day simple moving average is $121.85. iShares MSCI USA ESG Select ETF has a 12 month low of $102.20 and a 12 month high of $127.15. The firm has a market capitalization of $3.62 billion, a PE ratio of 27.26 and a beta of 1.04.

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.