iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) Shares Sold by Capital Investment Advisory Services LLC

Capital Investment Advisory Services LLC lowered its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 8.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,197 shares of the company’s stock after selling 116 shares during the period. Capital Investment Advisory Services LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $120,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SUSA. AE Wealth Management LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 894.7% in the third quarter. AE Wealth Management LLC now owns 23,514 shares of the company’s stock valued at $2,116,000 after buying an additional 21,150 shares in the last quarter. Fiduciary Alliance LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 30.7% in the third quarter. Fiduciary Alliance LLC now owns 7,662 shares of the company’s stock valued at $689,000 after buying an additional 1,801 shares in the last quarter. Roof Eidam Maycock Peralta LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 21.4% in the third quarter. Roof Eidam Maycock Peralta LLC now owns 67,290 shares of the company’s stock valued at $6,054,000 after buying an additional 11,861 shares in the last quarter. LFA Lugano Financial Advisors SA boosted its stake in shares of iShares MSCI USA ESG Select ETF by 27.1% in the third quarter. LFA Lugano Financial Advisors SA now owns 26,250 shares of the company’s stock valued at $2,362,000 after buying an additional 5,602 shares in the last quarter. Finally, Mission Wealth Management LP boosted its stake in shares of iShares MSCI USA ESG Select ETF by 5.3% in the third quarter. Mission Wealth Management LP now owns 450,901 shares of the company’s stock valued at $40,568,000 after buying an additional 22,501 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

iShares MSCI USA ESG Select ETF stock opened at $104.69 on Thursday. iShares MSCI USA ESG Select ETF has a 1-year low of $85.04 and a 1-year high of $109.50. The company has a market cap of $3.35 billion, a PE ratio of 27.17 and a beta of 1.03. The stock’s 50 day moving average price is $106.38 and its 200 day moving average price is $99.94.

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.