SOA Wealth Advisors LLC. Decreases Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

SOA Wealth Advisors LLC. reduced its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 14.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,554 shares of the company’s stock after selling 8,694 shares during the quarter. iShares MSCI USA ESG Select ETF comprises approximately 1.2% of SOA Wealth Advisors LLC.’s investment portfolio, making the stock its 20th biggest holding. SOA Wealth Advisors LLC. owned about 0.16% of iShares MSCI USA ESG Select ETF worth $6,268,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Financial Life Planners purchased a new position in iShares MSCI USA ESG Select ETF during the 4th quarter worth $45,000. Eastern Bank acquired a new stake in iShares MSCI USA ESG Select ETF in the third quarter worth about $45,000. Reston Wealth Management LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF during the third quarter worth about $79,000. Farther Finance Advisors LLC increased its holdings in shares of iShares MSCI USA ESG Select ETF by 39.6% during the third quarter. Farther Finance Advisors LLC now owns 723 shares of the company’s stock valued at $87,000 after acquiring an additional 205 shares in the last quarter. Finally, Grant GrossMendelsohn LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF in the 4th quarter valued at approximately $201,000.

iShares MSCI USA ESG Select ETF Trading Down 0.9 %

NYSEARCA:SUSA opened at $123.57 on Friday. iShares MSCI USA ESG Select ETF has a twelve month low of $102.20 and a twelve month high of $127.15. The company has a market cap of $3.91 billion, a PE ratio of 28.35 and a beta of 1.02. The company’s 50 day moving average is $124.11 and its two-hundred day moving average is $120.45.

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.