Addison Advisors LLC Has $1.50 Million Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Addison Advisors LLC lessened its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,347 shares of the company’s stock after selling 360 shares during the period. Addison Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,501,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Portland Financial Advisors Inc bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at about $221,000. Crestwood Advisors Group LLC grew its position in shares of iShares MSCI USA ESG Select ETF by 1.7% in the 4th 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% in the 4th quarter. Boothe Investment Group Inc. now owns 2,564 shares of the company’s stock valued at $312,000 after buying an additional 233 shares during the last quarter. Wealthgarden F.S. LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at about $223,000. Finally, Allodium Investment Consultants LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at about $297,000.

iShares MSCI USA ESG Select ETF Trading Down 0.4 %

NYSEARCA SUSA opened at $122.77 on Tuesday. The business’s 50-day moving average price is $123.73 and its two-hundred day moving average price is $121.53. iShares MSCI USA ESG Select ETF has a 12 month low of $102.20 and a 12 month high of $127.15. The firm has a market capitalization of $3.70 billion, a PE ratio of 27.26 and a beta of 1.04.

iShares MSCI USA ESG Select ETF Company 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.