Transform Wealth LLC Acquires Shares of 3,258 iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Transform Wealth LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,258 shares of the company’s stock, valued at approximately $356,000.

A number of other institutional investors also recently modified their holdings of the company. DSM Capital Partners LLC acquired a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter worth about $798,000. Wescott Financial Advisory Group LLC boosted its position in shares of iShares MSCI USA ESG Select ETF by 4.8% during the fourth quarter. Wescott Financial Advisory Group LLC now owns 7,984 shares of the company’s stock valued at $802,000 after buying an additional 366 shares during the last quarter. Private Wealth Management Group LLC bought a new stake in iShares MSCI USA ESG Select ETF during the fourth quarter worth $227,000. Pinnacle Wealth Management Advisory Group LLC raised its position in iShares MSCI USA ESG Select ETF by 6.6% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,580 shares of the company’s stock valued at $259,000 after buying an additional 160 shares during the last quarter. Finally, Financial Network Wealth Management LLC raised its position in iShares MSCI USA ESG Select ETF by 21.0% in the 4th quarter. Financial Network Wealth Management LLC now owns 35,482 shares of the company’s stock valued at $3,566,000 after buying an additional 6,152 shares during the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

SUSA traded up $0.21 during mid-day trading on Thursday, reaching $112.63. 42,456 shares of the stock were exchanged, compared to its average volume of 301,484. The company has a 50 day moving average price of $109.01 and a two-hundred day moving average price of $105.57. The stock has a market capitalization of $3.56 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 1 year low of $85.04 and a 1 year high of $113.24.

iShares MSCI USA ESG Select ETF 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.