Spinnaker Trust Has $75.82 Million Stock Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Spinnaker Trust cut its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 0.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 623,589 shares of the company’s stock after selling 5,499 shares during the period. iShares MSCI USA ESG Select ETF comprises 4.8% of Spinnaker Trust’s portfolio, making the stock its 4th biggest position. Spinnaker Trust owned 1.97% of iShares MSCI USA ESG Select ETF worth $75,822,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of SUSA. Accredited Investors Inc. raised its position in shares of iShares MSCI USA ESG Select ETF by 1,177.0% in the 3rd quarter. Accredited Investors Inc. now owns 776,554 shares of the company’s stock worth $90,826,000 after acquiring an additional 715,745 shares in the last quarter. World Investment Advisors LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 9,889.3% in the 3rd quarter. World Investment Advisors LLC now owns 197,289 shares of the company’s stock worth $23,748,000 after acquiring an additional 195,314 shares in the last quarter. Ameritas Advisory Services LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 448.1% in the 3rd quarter. Ameritas Advisory Services LLC now owns 47,521 shares of the company’s stock worth $5,720,000 after acquiring an additional 38,851 shares in the last quarter. Strategic Financial Concepts LLC bought a new position in shares of iShares MSCI USA ESG Select ETF in the 4th quarter worth $4,642,000. Finally, Stewardship Advisors LLC grew its stake in iShares MSCI USA ESG Select ETF by 34.8% during the 4th quarter. Stewardship Advisors LLC now owns 104,013 shares of the company’s stock worth $12,647,000 after buying an additional 26,877 shares during the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock opened at $124.85 on Friday. iShares MSCI USA ESG Select ETF has a 1-year low of $102.20 and a 1-year high of $127.15. The stock’s fifty day moving average price is $123.92 and its 200 day moving average price is $120.84. The company has a market cap of $3.95 billion, a price-to-earnings ratio of 28.35 and a beta of 1.02.

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.