Shepherd Financial Partners LLC Has $3.28 Million Stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Shepherd Financial Partners LLC trimmed its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,986 shares of the company’s stock after selling 1,025 shares during the period. Shepherd Financial Partners LLC owned about 0.09% of iShares MSCI USA ESG Select ETF worth $3,281,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Sanctuary Advisors LLC bought a new position in iShares MSCI USA ESG Select ETF in the 2nd quarter valued at about $383,000. Brookstone Capital Management boosted its position in shares of iShares MSCI USA ESG Select ETF by 0.9% during the 3rd quarter. Brookstone Capital Management now owns 34,884 shares of the company’s stock worth $4,199,000 after acquiring an additional 304 shares in the last quarter. Hilltop Wealth Advisors LLC increased its stake in shares of iShares MSCI USA ESG Select ETF by 176.2% in the 3rd quarter. Hilltop Wealth Advisors LLC now owns 44,610 shares of the company’s stock valued at $5,370,000 after purchasing an additional 28,457 shares during the last quarter. Silverlake Wealth Management LLC grew its position in iShares MSCI USA ESG Select ETF by 11.9% in the third quarter. Silverlake Wealth Management LLC now owns 5,767 shares of the company’s stock valued at $694,000 after acquiring an additional 611 shares during the last quarter. Finally, HCR Wealth Advisors grew its holdings in shares of iShares MSCI USA ESG Select ETF by 4.0% during the 3rd quarter. HCR Wealth Advisors now owns 2,628 shares of the company’s stock valued at $316,000 after purchasing an additional 100 shares during the last quarter.

iShares MSCI USA ESG Select ETF Trading Down 0.9 %

iShares MSCI USA ESG Select ETF stock opened at $123.57 on Friday. The stock has a 50-day moving average price of $124.11 and a two-hundred day moving average price of $120.45. The company has a market capitalization of $3.91 billion, a PE ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 12 month low of $102.20 and a 12 month 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.