Evergreen Wealth Partners LLC Makes New $1.22 Million Investment in iShares MSCI USA ESG Select ETF $SUSA

Evergreen Wealth Partners LLC bought a new position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,755 shares of the company’s stock, valued at approximately $1,220,000. iShares MSCI USA ESG Select ETF accounts for about 1.0% of Evergreen Wealth Partners LLC’s investment portfolio, making the stock its 21st largest position.

A number of other large investors have also added to or reduced their stakes in SUSA. May Hill Capital LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter valued at $267,000. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares MSCI USA ESG Select ETF by 696.9% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 532,734 shares of the company’s stock valued at $74,236,000 after acquiring an additional 465,886 shares during the period. WHI TRUST Co LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter valued at $1,393,000. Berman McAleer LLC grew its position in shares of iShares MSCI USA ESG Select ETF by 1.0% during the 4th quarter. Berman McAleer LLC now owns 9,339 shares of the company’s stock valued at $1,301,000 after acquiring an additional 92 shares during the period. Finally, Western Wealth Management LLC grew its position in shares of iShares MSCI USA ESG Select ETF by 9.4% during the 4th quarter. Western Wealth Management LLC now owns 4,190 shares of the company’s stock valued at $584,000 after acquiring an additional 359 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock opened at $149.60 on Friday. iShares MSCI USA ESG Select ETF has a 1 year low of $119.50 and a 1 year high of $151.69. The firm has a fifty day moving average price of $139.54 and a 200-day moving average price of $139.70. The company has a market cap of $3.92 billion, a price-to-earnings ratio of -268.25 and a beta of 1.06.

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.