Freestone Capital Holdings LLC Has $1.17 Million Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Freestone Capital Holdings LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,753 shares of the company’s stock after selling 125 shares during the quarter. Freestone Capital Holdings LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,174,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. CreativeOne Wealth LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF during the first quarter valued at approximately $259,000. First Foundation Advisors increased its stake in iShares MSCI USA ESG Select ETF by 38.8% in the 1st quarter. First Foundation Advisors now owns 9,684 shares of the company’s stock worth $1,057,000 after acquiring an additional 2,708 shares during the last quarter. Trillium Asset Management LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 10.4% during the 1st quarter. Trillium Asset Management LLC now owns 4,580 shares of the company’s stock valued at $500,000 after buying an additional 431 shares in the last quarter. Blair William & Co. IL raised its holdings in shares of iShares MSCI USA ESG Select ETF by 2.1% during the 1st quarter. Blair William & Co. IL now owns 23,601 shares of the company’s stock valued at $2,577,000 after buying an additional 481 shares in the last quarter. Finally, Kingsview Wealth Management LLC grew its position in iShares MSCI USA ESG Select ETF by 105.2% during the 1st quarter. Kingsview Wealth Management LLC now owns 23,503 shares of the company’s stock worth $2,566,000 after acquiring an additional 12,051 shares during the last quarter.

iShares MSCI USA ESG Select ETF Trading Up 1.6 %

Shares of SUSA stock traded up $1.80 during trading hours on Friday, reaching $113.84. The company’s stock had a trading volume of 32,966 shares, compared to its average volume of 267,196. iShares MSCI USA ESG Select ETF has a one year low of $85.04 and a one year high of $117.27. The stock has a market capitalization of $3.60 billion, a P/E ratio of 28.35 and a beta of 1.02. The firm’s fifty day simple moving average is $112.18 and its 200 day simple moving average is $107.59.

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.