Sound Stewardship LLC Has $429,000 Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

Sound Stewardship LLC reduced its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSAFree Report) by 60.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,383 shares of the company’s stock after selling 5,149 shares during the quarter. Sound Stewardship LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $429,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. IMA Advisory Services Inc. acquired a new position in iShares MSCI USA ESG Select ETF in the first quarter valued at about $53,957,000. Commonwealth Equity Services LLC increased its stake in iShares MSCI USA ESG Select ETF by 105.5% in the first quarter. Commonwealth Equity Services LLC now owns 211,505 shares of the company’s stock valued at $24,296,000 after acquiring an additional 108,594 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of iShares MSCI USA ESG Select ETF by 26.8% during the 1st quarter. Envestnet Asset Management Inc. now owns 323,252 shares of the company’s stock worth $37,132,000 after buying an additional 68,316 shares during the last quarter. Money Design Co. Ltd. boosted its stake in iShares MSCI USA ESG Select ETF by 72.8% in the first quarter. Money Design Co. Ltd. now owns 132,929 shares of the company’s stock valued at $15,270,000 after buying an additional 56,010 shares in the last quarter. Finally, eCIO Inc. bought a new position in iShares MSCI USA ESG Select ETF in the first quarter valued at about $3,415,000.

iShares MSCI USA ESG Select ETF Trading Up 0.3%

SUSA opened at $134.78 on Friday. The company’s 50 day moving average is $130.56 and its 200-day moving average is $122.48. iShares MSCI USA ESG Select ETF has a 1-year low of $99.48 and a 1-year high of $134.98. The company has a market cap of $3.72 billion, a P/E ratio of -241.67 and a beta of 1.02.

About iShares MSCI USA ESG Select ETF

(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.

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Institutional Ownership by Quarter for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

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