Morris Financial Concepts Inc. Grows Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Posted by Trevor Kearing on Feb 13th, 2025

Morris Financial Concepts Inc. increased its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,144 shares of the company’s stock after buying an additional 129 shares during the quarter. Morris Financial Concepts Inc.’s holdings in iShares MSCI USA ESG Select ETF were worth $625,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in SUSA. Financial Life Planners purchased a new position in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $45,000. Eastern Bank purchased a new position in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter valued at approximately $45,000. Reston Wealth Management LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter valued at approximately $79,000. Farther Finance Advisors LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 39.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 723 shares of the company’s stock valued at $87,000 after purchasing an additional 205 shares during the last quarter. Finally, Grant GrossMendelsohn LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $201,000.

iShares MSCI USA ESG Select ETF Price Performance

SUSA opened at $123.88 on Thursday. The business has a 50 day simple moving average of $123.98 and a 200-day simple moving average of $120.73. The stock has a market capitalization of $3.92 billion, a P/E ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 12 month low of $102.20 and a 12 month high of $127.15.

iShares MSCI USA ESG Select ETF Company Profile

(Free Report)

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.