Robertson Stephens Wealth Management LLC Reduces Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Robertson Stephens Wealth Management LLC lessened its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 25.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,789 shares of the company’s stock after selling 16,301 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $5,689,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of SUSA. Sanctuary Advisors LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF during the second quarter valued at approximately $383,000. Brookstone Capital Management boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 0.9% in the third quarter. Brookstone Capital Management now owns 34,884 shares of the company’s stock valued at $4,199,000 after purchasing an additional 304 shares during the period. Adirondack Trust Co. boosted its holdings in shares of iShares MSCI USA ESG Select ETF by 6.8% in the third quarter. Adirondack Trust Co. now owns 2,345 shares of the company’s stock valued at $282,000 after purchasing an additional 150 shares during the period. Hilltop Wealth Advisors LLC lifted its holdings in iShares MSCI USA ESG Select ETF by 176.2% during the third quarter. Hilltop Wealth Advisors LLC now owns 44,610 shares of the company’s stock worth $5,370,000 after buying an additional 28,457 shares during the period. Finally, Silverlake Wealth Management LLC lifted its holdings in iShares MSCI USA ESG Select ETF by 11.9% during the third quarter. Silverlake Wealth Management LLC now owns 5,767 shares of the company’s stock worth $694,000 after buying an additional 611 shares during the period.

iShares MSCI USA ESG Select ETF Stock Up 0.6 %

iShares MSCI USA ESG Select ETF stock opened at $124.85 on Thursday. The business has a fifty day moving average of $124.16 and a two-hundred day moving average of $120.36. The firm has a market cap of $3.95 billion, a P/E ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a twelve month low of $102.20 and a twelve month high of $127.15.

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.