SWP Financial LLC Sells 394 Shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

SWP Financial LLC reduced its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 12.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,785 shares of the company’s stock after selling 394 shares during the period. SWP Financial LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $339,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Adirondack Trust Co. boosted its stake in iShares MSCI USA ESG Select ETF by 3.5% during the fourth quarter. Adirondack Trust Co. now owns 2,427 shares of the company’s stock worth $295,000 after buying an additional 82 shares during the period. Harbor Group Inc. lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 2.7% in the 4th quarter. Harbor Group Inc. now owns 3,457 shares of the company’s stock worth $420,000 after acquiring an additional 91 shares during the last quarter. FMR LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 1.7% during the 3rd quarter. FMR LLC now owns 5,388 shares of the company’s stock worth $649,000 after purchasing an additional 92 shares during the period. Traphagen Investment Advisors LLC grew its holdings in iShares MSCI USA ESG Select ETF by 1.2% during the 4th quarter. Traphagen Investment Advisors LLC now owns 8,344 shares of the company’s stock valued at $1,015,000 after purchasing an additional 96 shares during the last quarter. Finally, HCR Wealth Advisors raised its position in iShares MSCI USA ESG Select ETF by 4.0% in the 3rd quarter. HCR Wealth Advisors now owns 2,628 shares of the company’s stock worth $316,000 after purchasing an additional 100 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of NYSEARCA:SUSA opened at $126.00 on Monday. The firm has a market capitalization of $3.99 billion, a PE ratio of 28.35 and a beta of 1.02. The business has a 50 day simple moving average of $124.10 and a two-hundred day simple moving average of $119.89. iShares MSCI USA ESG Select ETF has a 1 year low of $101.26 and a 1 year high of $127.15.

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.