GoalVest Advisory LLC Has $1.46 Million Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

GoalVest Advisory LLC boosted its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 32.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,539 shares of the company’s stock after buying an additional 2,822 shares during the quarter. GoalVest Advisory LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,463,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Johnson Investment Counsel Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 2.0% during the 2nd quarter. Johnson Investment Counsel Inc. now owns 4,384 shares of the company’s stock worth $556,000 after buying an additional 85 shares in the last quarter. LVZ Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 2.9% during the 2nd quarter. LVZ Inc. now owns 3,052 shares of the company’s stock worth $387,000 after buying an additional 86 shares in the last quarter. Peak Financial Management Inc. lifted its holdings in iShares MSCI USA ESG Select ETF by 2.0% during the 2nd quarter. Peak Financial Management Inc. now owns 4,575 shares of the company’s stock worth $580,000 after buying an additional 90 shares in the last quarter. North Star Investment Management Corp. lifted its stake in shares of iShares MSCI USA ESG Select ETF by 2.7% in the 2nd quarter. North Star Investment Management Corp. now owns 3,869 shares of the company’s stock valued at $490,000 after purchasing an additional 100 shares during the period. Finally, High Probability Advisors LLC boosted its position in shares of iShares MSCI USA ESG Select ETF by 4.5% in the 2nd quarter. High Probability Advisors LLC now owns 2,580 shares of the company’s stock worth $327,000 after purchasing an additional 112 shares during the last quarter.

iShares MSCI USA ESG Select ETF Stock Up 0.7%

NYSEARCA:SUSA opened at $137.96 on Monday. iShares MSCI USA ESG Select ETF has a 12-month low of $99.48 and a 12-month high of $138.37. The firm has a market capitalization of $3.66 billion, a P/E ratio of -247.38 and a beta of 1.02. The stock’s fifty day simple moving average is $133.93 and its 200-day simple moving average is $126.41.

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.