Opal Wealth Advisors LLC Has $301,000 Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Opal Wealth Advisors LLC cut its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSAFree Report) by 10.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,474 shares of the company’s stock after selling 303 shares during the quarter. Opal Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $301,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in SUSA. Eastern Bank bought a new stake in iShares MSCI USA ESG Select ETF in the 3rd quarter valued at $45,000. Financial Life Planners bought a new stake in iShares MSCI USA ESG Select ETF in the 4th quarter valued at $45,000. Reston Wealth Management LLC bought a new stake in iShares MSCI USA ESG Select ETF in the 3rd quarter valued at $79,000. Farther Finance Advisors LLC lifted its position in shares of iShares MSCI USA ESG Select ETF by 39.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 723 shares of the company’s stock valued at $87,000 after acquiring an additional 205 shares during the period. Finally, Grant GrossMendelsohn LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF during the 4th quarter valued at $201,000.

iShares MSCI USA ESG Select ETF Stock Performance

NYSEARCA:SUSA opened at $123.57 on Monday. The stock has a fifty day moving average price of $124.11 and a 200-day moving average price of $120.55. The company has a market cap of $3.91 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a fifty-two week low of $102.20 and a fifty-two week high of $127.15.

iShares MSCI USA ESG Select ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

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