Smart Portfolios LLC Has $876,000 Stock Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Smart Portfolios LLC reduced its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,280 shares of the company’s stock after selling 132 shares during the period. Smart Portfolios LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $876,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SUSA. Destiny Capital Corp CO raised its holdings in shares of iShares MSCI USA ESG Select ETF by 4.8% during the 1st quarter. Destiny Capital Corp CO now owns 10,364 shares of the company’s stock worth $1,131,000 after buying an additional 477 shares in the last quarter. Advisory Services Network LLC grew its position in iShares MSCI USA ESG Select ETF by 19.2% in the first quarter. Advisory Services Network LLC now owns 30,065 shares of the company’s stock valued at $3,282,000 after acquiring an additional 4,833 shares during the last quarter. Concurrent Investment Advisors LLC acquired a new position in iShares MSCI USA ESG Select ETF during the first quarter worth about $216,000. US Bancorp DE lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 4.1% in the first quarter. US Bancorp DE now owns 206,961 shares of the company’s stock worth $22,594,000 after acquiring an additional 8,197 shares during the last quarter. Finally, Portland Global Advisors LLC boosted its stake in shares of iShares MSCI USA ESG Select ETF by 2.3% in the 1st quarter. Portland Global Advisors LLC now owns 11,720 shares of the company’s stock valued at $1,279,000 after purchasing an additional 265 shares in the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

Shares of iShares MSCI USA ESG Select ETF stock traded up $1.73 during midday trading on Wednesday, hitting $121.77. 13,923 shares of the company traded hands, compared to its average volume of 195,910. The stock has a market cap of $3.85 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02. The firm’s fifty day moving average price is $118.95 and its 200-day moving average price is $114.08. iShares MSCI USA ESG Select ETF has a 12 month low of $90.07 and a 12 month high of $122.50.

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.