Brio Consultants LLC Has $613,000 Position in iShares MSCI USA ESG Select ETF $SUSA

Brio Consultants LLC raised its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSAFree Report) by 24.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,840 shares of the company’s stock after buying an additional 961 shares during the period. Brio Consultants LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $613,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Envestnet Asset Management Inc. increased its position in shares of iShares MSCI USA ESG Select ETF by 26.8% during the first 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 period. Janney Montgomery Scott LLC increased its holdings in iShares MSCI USA ESG Select ETF by 8.6% in the second quarter. Janney Montgomery Scott LLC now owns 52,934 shares of the company’s stock worth $6,709,000 after purchasing an additional 4,205 shares in the last quarter. Assetmark Inc. bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 1st quarter valued at $59,000. Hantz Financial Services Inc. bought a new stake in iShares MSCI USA ESG Select ETF in the second quarter valued at $49,000. Finally, Geneos Wealth Management Inc. raised its stake in iShares MSCI USA ESG Select ETF by 10.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,816 shares of the company’s stock worth $209,000 after buying an additional 170 shares during the period.

iShares MSCI USA ESG Select ETF Trading Up 0.0%

NYSEARCA SUSA opened at $137.09 on Friday. The company has a market cap of $3.63 billion, a P/E ratio of -245.82 and a beta of 1.05. The company has a fifty day simple moving average of $135.47 and a 200 day simple moving average of $128.50. iShares MSCI USA ESG Select ETF has a 12-month low of $99.48 and a 12-month high of $140.27.

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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