iShares MSCI USA ESG Select ETF $SUSA is Spinnaker Trust’s 4th Largest Position

Spinnaker Trust lowered its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 2.3% in the first quarter, Holdings Channel.com reports. The fund owned 572,548 shares of the company’s stock after selling 13,270 shares during the quarter. iShares MSCI USA ESG Select ETF makes up 4.2% of Spinnaker Trust’s investment portfolio, making the stock its 4th largest position. Spinnaker Trust’s holdings in iShares MSCI USA ESG Select ETF were worth $75,634,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Apella Capital LLC acquired a new position in iShares MSCI USA ESG Select ETF during the fourth quarter worth about $918,000. Win Advisors Inc. acquired a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter valued at approximately $474,000. Shira Ridge Wealth Management boosted its stake in shares of iShares MSCI USA ESG Select ETF by 1.7% during the 4th quarter. Shira Ridge Wealth Management now owns 289,514 shares of the company’s stock worth $40,342,000 after acquiring an additional 4,750 shares in the last quarter. Legacy Edge Advisors LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter worth approximately $997,000. Finally, Destination Wealth Management boosted its stake in shares of iShares MSCI USA ESG Select ETF by 39.5% during the 3rd quarter. Destination Wealth Management now owns 43,619 shares of the company’s stock worth $5,917,000 after acquiring an additional 12,362 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

SUSA opened at $153.13 on Tuesday. iShares MSCI USA ESG Select ETF has a 1-year low of $125.60 and a 1-year high of $155.82. The stock has a market cap of $4.01 billion, a P/E ratio of -274.58 and a beta of 1.06. The stock’s 50 day simple moving average is $150.09 and its 200 day simple moving average is $142.71.

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.