iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) Shares Sold by Fountainhead AM LLC

Fountainhead AM LLC lowered its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,148 shares of the company’s stock after selling 382 shares during the period. Fountainhead AM LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $1,120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kingsview Wealth Management LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the 3rd quarter valued at $1,012,000. Financial Network Wealth Management LLC increased its holdings in iShares MSCI USA ESG Select ETF by 21.0% during the 4th quarter. Financial Network Wealth Management LLC now owns 35,482 shares of the company’s stock worth $3,566,000 after purchasing an additional 6,152 shares during the period. Raymond James & Associates increased its holdings in iShares MSCI USA ESG Select ETF by 15.7% during the 3rd quarter. Raymond James & Associates now owns 137,868 shares of the company’s stock worth $12,404,000 after purchasing an additional 18,717 shares during the period. Stewardship Advisors LLC increased its holdings in iShares MSCI USA ESG Select ETF by 28.1% during the 4th quarter. Stewardship Advisors LLC now owns 107,983 shares of the company’s stock worth $10,853,000 after purchasing an additional 23,685 shares during the period. Finally, Money Design Co. Ltd. increased its holdings in iShares MSCI USA ESG Select ETF by 19.7% during the 4th quarter. Money Design Co. Ltd. now owns 100,696 shares of the company’s stock worth $10,121,000 after purchasing an additional 16,584 shares during the period.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of NYSEARCA:SUSA traded up $1.25 on Tuesday, hitting $104.45. 50,167 shares of the company’s stock were exchanged, compared to its average volume of 441,442. The firm’s 50-day moving average is $106.35 and its 200 day moving average is $99.83. The company has a market capitalization of $3.34 billion, a PE ratio of 27.17 and a beta of 1.03. iShares MSCI USA ESG Select ETF has a 1-year low of $85.04 and a 1-year high of $109.50.

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.