Levy Wealth Management Group LLC Acquires 1,905 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Levy Wealth Management Group LLC grew its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 15.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,903 shares of the company’s stock after purchasing an additional 1,905 shares during the period. iShares MSCI USA ESG Select ETF comprises approximately 0.4% of Levy Wealth Management Group LLC’s investment portfolio, making the stock its 29th biggest holding. Levy Wealth Management Group LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,562,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Bank Hapoalim BM acquired a new stake in iShares MSCI USA ESG Select ETF in the second quarter valued at $12,726,000. Farrow Financial Inc. acquired a new stake in iShares MSCI USA ESG Select ETF in the 4th quarter valued at about $9,709,000. Mission Wealth Management LP grew its holdings in iShares MSCI USA ESG Select ETF by 9.8% during the first quarter. Mission Wealth Management LP now owns 478,482 shares of the company’s stock worth $52,236,000 after purchasing an additional 42,798 shares during the period. Cetera Investment Advisers grew its holdings in iShares MSCI USA ESG Select ETF by 327.6% during the first quarter. Cetera Investment Advisers now owns 54,764 shares of the company’s stock worth $5,979,000 after purchasing an additional 41,956 shares during the period. Finally, PNC Financial Services Group Inc. increased its position in iShares MSCI USA ESG Select ETF by 1.9% during the fourth quarter. PNC Financial Services Group Inc. now owns 972,177 shares of the company’s stock worth $97,714,000 after buying an additional 17,995 shares during the last quarter.

iShares MSCI USA ESG Select ETF Trading Up 1.3 %

Shares of SUSA traded up $1.47 during mid-day trading on Friday, reaching $117.75. The company’s stock had a trading volume of 41,985 shares, compared to its average volume of 240,739. iShares MSCI USA ESG Select ETF has a 1-year low of $85.04 and a 1-year high of $117.82. The business has a 50-day simple moving average of $113.62 and a two-hundred day simple moving average of $109.42. The stock has a market cap of $3.73 billion, a P/E ratio of 28.35 and a beta of 1.02.

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.