iShares MSCI USA ESG Select ETF $SUSA is Shira Ridge Wealth Management’s Largest Position

Shira Ridge Wealth Management grew its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 289,514 shares of the company’s stock after buying an additional 4,750 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for 16.2% of Shira Ridge Wealth Management’s holdings, making the stock its biggest position. Shira Ridge Wealth Management’s holdings in iShares MSCI USA ESG Select ETF were worth $40,342,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Financial Life Planners bought a new position in shares of iShares MSCI USA ESG Select ETF during the 3rd quarter valued at approximately $25,000. Collier Financial bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter worth approximately $27,000. Washington Trust Advisors Inc. bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter worth approximately $34,000. Root Financial Partners LLC purchased a new position in iShares MSCI USA ESG Select ETF in the third quarter valued at approximately $41,000. Finally, MassMutual Private Wealth & Trust FSB purchased a new position in iShares MSCI USA ESG Select ETF in the third quarter valued at approximately $54,000.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of SUSA opened at $132.93 on Wednesday. The business has a 50-day moving average of $139.08 and a 200 day moving average of $138.17. iShares MSCI USA ESG Select ETF has a fifty-two week low of $99.48 and a fifty-two week high of $143.18. The firm has a market cap of $3.54 billion, a P/E ratio of -238.36 and a beta of 1.05.

iShares MSCI USA ESG Select ETF Profile

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.