Evergreen Wealth Partners LLC Makes New $1.22 Million Investment in iShares MSCI USA ESG Select ETF $SUSA

Evergreen Wealth Partners LLC acquired a new position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 8,755 shares of the company’s stock, valued at approximately $1,220,000. iShares MSCI USA ESG Select ETF accounts for 1.0% of Evergreen Wealth Partners LLC’s holdings, making the stock its 21st largest holding.

Several other large investors have also recently made changes to their positions in SUSA. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 696.9% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 532,734 shares of the company’s stock valued at $74,236,000 after purchasing an additional 465,886 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 44.6% during the third quarter. Mercer Global Advisors Inc. ADV now owns 298,212 shares of the company’s stock valued at $40,452,000 after purchasing an additional 91,997 shares during the last quarter. Quent Long Short Global Small Cap Fund LP purchased a new position in shares of iShares MSCI USA ESG Select ETF during the fourth quarter valued at approximately $12,776,000. Elevation Capital Advisory LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF during the third quarter valued at approximately $6,826,000. Finally, IMA Advisory Services Inc. lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 8.4% during the third quarter. IMA Advisory Services Inc. now owns 517,615 shares of the company’s stock valued at $70,214,000 after purchasing an additional 39,978 shares during the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

SUSA stock opened at $149.60 on Friday. The firm has a 50 day moving average price of $139.54 and a 200-day moving average price of $139.70. iShares MSCI USA ESG Select ETF has a 52-week low of $119.50 and a 52-week high of $151.69. The firm has a market capitalization of $3.92 billion, a price-to-earnings ratio of -268.25 and a beta of 1.06.

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.