Mission Wealth Management LP Cuts Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Mission Wealth Management LP reduced its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 3.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 435,684 shares of the company’s stock after selling 15,217 shares during the quarter. iShares MSCI USA ESG Select ETF comprises about 1.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 13th biggest position. Mission Wealth Management LP’s holdings in iShares MSCI USA ESG Select ETF were worth $43,791,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Peak Financial Management Inc. raised its position in shares of iShares MSCI USA ESG Select ETF by 2.8% in the 4th quarter. Peak Financial Management Inc. now owns 4,624 shares of the company’s stock worth $465,000 after buying an additional 127 shares during the period. McAdam LLC increased its holdings in iShares MSCI USA ESG Select ETF by 5.1% in the 3rd quarter. McAdam LLC now owns 2,838 shares of the company’s stock valued at $255,000 after purchasing an additional 137 shares in the last quarter. Ferguson Wellman Capital Management Inc. increased its holdings in iShares MSCI USA ESG Select ETF by 4.8% in the 4th quarter. Ferguson Wellman Capital Management Inc. now owns 3,196 shares of the company’s stock valued at $321,000 after purchasing an additional 146 shares in the last quarter. Pinnacle Associates Ltd. increased its holdings in iShares MSCI USA ESG Select ETF by 5.1% in the 4th quarter. Pinnacle Associates Ltd. now owns 3,579 shares of the company’s stock valued at $360,000 after purchasing an additional 173 shares in the last quarter. Finally, MJP Associates Inc. ADV increased its holdings in iShares MSCI USA ESG Select ETF by 5.5% in the 4th quarter. MJP Associates Inc. ADV now owns 3,387 shares of the company’s stock valued at $340,000 after purchasing an additional 177 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

NYSEARCA SUSA traded down $1.42 during trading hours on Tuesday, hitting $104.39. The company had a trading volume of 60,443 shares, compared to its average volume of 418,150. iShares MSCI USA ESG Select ETF has a fifty-two week low of $85.04 and a fifty-two week high of $109.50. The company has a market capitalization of $3.33 billion, a price-to-earnings ratio of 27.12 and a beta of 1.03. The firm’s 50 day moving average is $106.44 and its 200 day moving average is $100.33.

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.