Axis Wealth Partners LLC Makes New $262,000 Investment in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Axis Wealth Partners LLC bought a new position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,151 shares of the company’s stock, valued at approximately $262,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SUSA. Accredited Investors Inc. increased its position in shares of iShares MSCI USA ESG Select ETF by 1,177.0% in the 3rd quarter. Accredited Investors Inc. now owns 776,554 shares of the company’s stock valued at $90,826,000 after buying an additional 715,745 shares in the last quarter. Raymond James Financial Inc. acquired a new position in iShares MSCI USA ESG Select ETF in the fourth quarter valued at about $44,747,000. World Investment Advisors LLC increased its holdings in shares of iShares MSCI USA ESG Select ETF by 9,889.3% in the third quarter. World Investment Advisors LLC now owns 197,289 shares of the company’s stock worth $23,748,000 after acquiring an additional 195,314 shares in the last quarter. Strategic Financial Concepts LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF during the fourth quarter worth about $4,642,000. Finally, Stewardship Advisors LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 34.8% during the fourth quarter. Stewardship Advisors LLC now owns 104,013 shares of the company’s stock worth $12,647,000 after purchasing an additional 26,877 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

NYSEARCA:SUSA opened at $118.73 on Friday. iShares MSCI USA ESG Select ETF has a fifty-two week low of $102.20 and a fifty-two week high of $127.15. The stock has a market capitalization of $3.58 billion, a PE ratio of 27.26 and a beta of 1.04. The business’s 50-day simple moving average is $123.18 and its 200-day simple moving average is $121.86.

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.