Transform Wealth LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 6.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,055 shares of the company’s stock after selling 203 shares during the period. Transform Wealth LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $343,000 as of its most recent SEC filing.
A number of other hedge funds also recently bought and sold shares of the company. NBC Securities Inc. increased its position in shares of iShares MSCI USA ESG Select ETF by 47.1% in the first quarter. NBC Securities Inc. now owns 400 shares of the company’s stock valued at $43,000 after acquiring an additional 128 shares during the period. Northwest Financial Advisors bought a new stake in iShares MSCI USA ESG Select ETF in the fourth quarter valued at $46,000. Westend Capital Management LLC purchased a new position in iShares MSCI USA ESG Select ETF during the 1st quarter valued at $55,000. Woodmont Investment Counsel LLC purchased a new position in iShares MSCI USA ESG Select ETF during the 1st quarter valued at $56,000. Finally, Assetmark Inc. purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter worth about $57,000.
iShares MSCI USA ESG Select ETF Trading Down 0.1 %
Shares of SUSA opened at $111.51 on Tuesday. iShares MSCI USA ESG Select ETF has a 1-year low of $85.04 and a 1-year high of $117.27. The firm’s 50-day moving average price is $112.66 and its 200-day moving average price is $108.63. The firm has a market capitalization of $3.53 billion, a price-to-earnings 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.
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