Transform Wealth LLC Has $331,000 Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Transform Wealth LLC cut its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 5.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,883 shares of the company’s stock after selling 172 shares during the period. Transform Wealth LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $331,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of SUSA. Raymond James Financial Inc. bought a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter worth about $44,747,000. Strategic Financial Concepts LLC bought a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter worth about $4,642,000. Mercer Global Advisors Inc. ADV raised its stake in shares of iShares MSCI USA ESG Select ETF by 135.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 58,037 shares of the company’s stock worth $7,057,000 after acquiring an additional 33,419 shares during the last quarter. Advisory Services Network LLC raised its stake in shares of iShares MSCI USA ESG Select ETF by 93.5% in the fourth quarter. Advisory Services Network LLC now owns 66,989 shares of the company’s stock worth $8,145,000 after acquiring an additional 32,375 shares during the last quarter. Finally, Crux Wealth Advisors bought a new position in shares of iShares MSCI USA ESG Select ETF in the fourth quarter worth about $3,804,000.

iShares MSCI USA ESG Select ETF Stock Down 0.3%

Shares of SUSA stock opened at $123.97 on Thursday. The stock has a 50-day moving average price of $116.35 and a 200 day moving average price of $120.01. The firm has a market cap of $3.51 billion, a price-to-earnings ratio of 25.77 and a beta of 1.07. iShares MSCI USA ESG Select ETF has a 12 month low of $99.48 and a 12 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.