iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) Shares Sold by Arete Wealth Advisors LLC

Posted by Lauren Steadman on Apr 8th, 2025

Arete Wealth Advisors LLC cut its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 8.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,804 shares of the company’s stock after selling 162 shares during the period. Arete Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $220,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. Franklin Resources Inc. boosted its stake in iShares MSCI USA ESG Select ETF by 3.1% in the fourth quarter. Franklin Resources Inc. now owns 12,396 shares of the company’s stock valued at $1,507,000 after acquiring an additional 369 shares during the period. O Shaughnessy Asset Management LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 21,895.0% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 8,798 shares of the company’s stock worth $1,070,000 after purchasing an additional 8,758 shares during the last quarter. Aufman Associates Inc acquired a new position in iShares MSCI USA ESG Select ETF during the 4th quarter valued at approximately $317,000. Orion Portfolio Solutions LLC bought a new position in iShares MSCI USA ESG Select ETF during the 4th quarter worth $467,000. Finally, Moment Partners LLC acquired a new stake in iShares MSCI USA ESG Select ETF in the fourth quarter worth $1,018,000.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of SUSA opened at $103.74 on Tuesday. The firm has a fifty day moving average of $119.51 and a 200-day moving average of $121.53. The company has a market cap of $3.10 billion, a price-to-earnings ratio of 25.34 and a beta of 1.05. iShares MSCI USA ESG Select ETF has a 1 year low of $99.48 and a 1 year high of $127.15.

iShares MSCI USA ESG Select ETF Company Profile

(Free Report)

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.