Portland Financial Advisors Inc Buys Shares of 1,820 iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Portland Financial Advisors Inc purchased a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,820 shares of the company’s stock, valued at approximately $221,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in SUSA. Crestwood Advisors Group LLC increased its holdings in iShares MSCI USA ESG Select ETF by 1.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 10,988 shares of the company’s stock valued at $1,336,000 after buying an additional 181 shares during the last quarter. Boothe Investment Group Inc. grew its position in shares of iShares MSCI USA ESG Select ETF by 10.0% during the 4th quarter. Boothe Investment Group Inc. now owns 2,564 shares of the company’s stock valued at $312,000 after acquiring an additional 233 shares during the period. Wealthgarden F.S. LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter worth $223,000. Allodium Investment Consultants LLC bought a new position in iShares MSCI USA ESG Select ETF in the 4th quarter worth $297,000. Finally, Advyzon Investment Management LLC purchased a new position in iShares MSCI USA ESG Select ETF during the fourth quarter valued at $230,000.

iShares MSCI USA ESG Select ETF Stock Performance

NYSEARCA:SUSA opened at $123.24 on Monday. The stock has a 50-day simple moving average of $123.81 and a two-hundred day simple moving average of $121.45. The firm has a market capitalization of $3.72 billion, a PE ratio of 27.26 and a beta of 1.04. iShares MSCI USA ESG Select ETF has a 52-week low of $102.20 and a 52-week high of $127.15.

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.