Diversify Advisory Services LLC Has $381,000 Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Diversify Advisory Services LLC cut its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,160 shares of the company’s stock after selling 113 shares during the period. Diversify Advisory Services LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $381,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of SUSA. Bank of Montreal Can lifted its position in iShares MSCI USA ESG Select ETF by 1.7% during the second quarter. Bank of Montreal Can now owns 47,768 shares of the company’s stock worth $5,397,000 after purchasing an additional 777 shares during the period. Wescott Financial Advisory Group LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 36.4% during the 2nd quarter. Wescott Financial Advisory Group LLC now owns 11,158 shares of the company’s stock worth $1,254,000 after acquiring an additional 2,977 shares during the period. Susquehanna International Group LLP boosted its position in shares of iShares MSCI USA ESG Select ETF by 138.1% during the 2nd quarter. Susquehanna International Group LLP now owns 48,068 shares of the company’s stock worth $5,401,000 after acquiring an additional 27,884 shares in the last quarter. Creative Planning increased its stake in iShares MSCI USA ESG Select ETF by 31.5% in the second quarter. Creative Planning now owns 50,206 shares of the company’s stock valued at $5,642,000 after acquiring an additional 12,040 shares during the last quarter. Finally, NewEdge Advisors LLC raised its position in iShares MSCI USA ESG Select ETF by 13.7% during the second quarter. NewEdge Advisors LLC now owns 44,885 shares of the company’s stock valued at $5,044,000 after purchasing an additional 5,414 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

NYSEARCA SUSA opened at $126.08 on Thursday. The business has a fifty day moving average price of $123.96 and a two-hundred day moving average price of $119.69. The stock has a market capitalization of $3.99 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a fifty-two week low of $101.26 and a fifty-two week high of $127.15.

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.