Sax Wealth Advisors LLC Purchases 11,412 Shares of iShares MSCI USA ESG Select ETF $SUSA

Sax Wealth Advisors LLC boosted its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 135.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 19,835 shares of the company’s stock after buying an additional 11,412 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $2,278,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Garde Capital Inc. boosted its stake in iShares MSCI USA ESG Select ETF by 0.3% in the first quarter. Garde Capital Inc. now owns 37,617 shares of the company’s stock worth $4,321,000 after purchasing an additional 120 shares in the last quarter. Journey Strategic Wealth LLC lifted its stake in iShares MSCI USA ESG Select ETF by 1.2% in the first quarter. Journey Strategic Wealth LLC now owns 10,006 shares of the company’s stock valued at $1,149,000 after buying an additional 123 shares during the period. McClarren Financial Advisors Inc. lifted its stake in iShares MSCI USA ESG Select ETF by 2.9% in the first quarter. McClarren Financial Advisors Inc. now owns 4,468 shares of the company’s stock valued at $513,000 after buying an additional 125 shares during the period. Golden State Wealth Management LLC lifted its stake in iShares MSCI USA ESG Select ETF by 100.0% in the first quarter. Golden State Wealth Management LLC now owns 308 shares of the company’s stock valued at $35,000 after buying an additional 154 shares during the period. Finally, Citadel Advisors LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 6.6% during the fourth quarter. Citadel Advisors LLC now owns 2,636 shares of the company’s stock worth $321,000 after purchasing an additional 163 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

NYSEARCA SUSA opened at $131.67 on Friday. The firm has a market cap of $3.63 billion, a P/E ratio of -236.10 and a beta of 1.02. The stock’s 50-day moving average is $127.73 and its 200-day moving average is $121.21. iShares MSCI USA ESG Select ETF has a one year low of $99.48 and a one year high of $131.99.

iShares MSCI USA ESG Select ETF Company 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.