Financially in Tune LLC Invests $3.21 Million in iShares MSCI USA ESG Select ETF $SUSA

Financially in Tune LLC bought a new position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 23,034 shares of the company’s stock, valued at approximately $3,210,000. iShares MSCI USA ESG Select ETF comprises 3.0% of Financially in Tune LLC’s holdings, making the stock its 7th biggest holding. Financially in Tune LLC owned approximately 0.09% of iShares MSCI USA ESG Select ETF as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Flagship Wealth Advisors LLC lifted its holdings in iShares MSCI USA ESG Select ETF by 7.0% in the fourth quarter. Flagship Wealth Advisors LLC now owns 1,177 shares of the company’s stock valued at $164,000 after acquiring an additional 77 shares during the period. Concurrent Investment Advisors LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 3.4% during the 4th quarter. Concurrent Investment Advisors LLC now owns 2,740 shares of the company’s stock worth $382,000 after purchasing an additional 89 shares during the period. Berman McAleer LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 1.0% during the 4th quarter. Berman McAleer LLC now owns 9,339 shares of the company’s stock worth $1,301,000 after purchasing an additional 92 shares during the period. Arkadios Wealth Advisors increased its holdings in shares of iShares MSCI USA ESG Select ETF by 3.7% during the 4th quarter. Arkadios Wealth Advisors now owns 2,604 shares of the company’s stock valued at $363,000 after purchasing an additional 92 shares in the last quarter. Finally, Aprio Wealth Management LLC increased its holdings in shares of iShares MSCI USA ESG Select ETF by 0.6% during the 3rd quarter. Aprio Wealth Management LLC now owns 17,691 shares of the company’s stock valued at $2,400,000 after purchasing an additional 99 shares in the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

SUSA opened at $153.25 on Friday. The firm has a fifty day moving average price of $148.29 and a 200 day moving average price of $142.12. iShares MSCI USA ESG Select ETF has a 1 year low of $121.63 and a 1 year high of $155.82. The stock has a market cap of $4.02 billion, a P/E ratio of -274.79 and a beta of 1.06.

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.