IMA Advisory Services Inc. Has $69.02 Million Holdings in iShares MSCI USA ESG Select ETF $SUSA

IMA Advisory Services Inc. boosted its holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.6% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 522,494 shares of the company’s stock after buying an additional 8,040 shares during the period. iShares MSCI USA ESG Select ETF accounts for approximately 6.7% of IMA Advisory Services Inc.’s holdings, making the stock its 2nd biggest position. IMA Advisory Services Inc. owned about 1.99% of iShares MSCI USA ESG Select ETF worth $69,022,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of SUSA. Apella Capital LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF during the fourth quarter worth about $918,000. Win Advisors Inc. bought a new stake in iShares MSCI USA ESG Select ETF during the 4th quarter valued at approximately $474,000. Shira Ridge Wealth Management lifted its holdings in iShares MSCI USA ESG Select ETF by 1.7% in the 4th quarter. Shira Ridge Wealth Management now owns 289,514 shares of the company’s stock worth $40,342,000 after purchasing an additional 4,750 shares in the last quarter. Legacy Edge Advisors LLC bought a new position in iShares MSCI USA ESG Select ETF in the 4th quarter worth approximately $997,000. Finally, Stewardship Advisors LLC boosted its stake in iShares MSCI USA ESG Select ETF by 28.1% in the 4th quarter. Stewardship Advisors LLC now owns 112,068 shares of the company’s stock worth $15,616,000 after purchasing an additional 24,553 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA opened at $153.01 on Friday. iShares MSCI USA ESG Select ETF has a 1 year low of $126.12 and a 1 year high of $155.87. The company has a 50 day simple moving average of $152.59 and a two-hundred day simple moving average of $144.11. The firm has a market cap of $4.01 billion, a P/E ratio of -274.36 and a beta of 1.06.

About iShares MSCI USA ESG Select ETF

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.