Sequoia Financial Advisors LLC Reduces Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

Sequoia Financial Advisors LLC lessened its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 32.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 8,563 shares of the company’s stock after selling 4,081 shares during the period. Sequoia Financial Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,321,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Life Planners acquired a new stake in iShares MSCI USA ESG Select ETF in the 1st quarter valued at about $25,000. Basepoint Wealth LLC purchased a new position in iShares MSCI USA ESG Select ETF during the 4th quarter valued at about $53,000. Evelyn Partners Investment Management Europe Ltd raised its position in iShares MSCI USA ESG Select ETF by 613.3% during the first quarter. Evelyn Partners Investment Management Europe Ltd now owns 428 shares of the company’s stock worth $57,000 after acquiring an additional 368 shares during the last quarter. Parallel Advisors LLC raised its position in iShares MSCI USA ESG Select ETF by 17.9% during the first quarter. Parallel Advisors LLC now owns 500 shares of the company’s stock worth $66,000 after acquiring an additional 76 shares during the last quarter. Finally, JDM Financial Group LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the first quarter valued at about $92,000.

iShares MSCI USA ESG Select ETF Price Performance

SUSA stock opened at $154.15 on Wednesday. The company’s 50 day simple moving average is $156.18 and its 200-day simple moving average is $148.78. The firm has a market capitalization of $4.05 billion, a PE ratio of -276.41 and a beta of 1.06. iShares MSCI USA ESG Select ETF has a 12 month low of $128.09 and a 12 month high of $160.35.

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.