Shira Ridge Wealth Management Has $24.01 Million Stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Shira Ridge Wealth Management increased its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 1.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 256,433 shares of the company’s stock after purchasing an additional 2,799 shares during the quarter. iShares MSCI USA ESG Select ETF makes up about 15.0% of Shira Ridge Wealth Management’s portfolio, making the stock its biggest position. Shira Ridge Wealth Management owned approximately 0.69% of iShares MSCI USA ESG Select ETF worth $24,012,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Larson Financial Group LLC raised its holdings in shares of iShares MSCI USA ESG Select ETF by 102.2% in the 1st quarter. Larson Financial Group LLC now owns 279 shares of the company’s stock valued at $25,000 after purchasing an additional 141 shares in the last quarter. Integrity Financial Corp WA boosted its position in shares of iShares MSCI USA ESG Select ETF by 100.7% in the 1st quarter. Integrity Financial Corp WA now owns 285 shares of the company’s stock worth $25,000 after purchasing an additional 143 shares in the last quarter. Piershale Financial Group Inc. purchased a new position in iShares MSCI USA ESG Select ETF during the 2nd quarter worth $25,000. Coastal Investment Advisors Inc. acquired a new position in iShares MSCI USA ESG Select ETF during the 4th quarter valued at about $37,000. Finally, CoreCap Advisors LLC purchased a new stake in iShares MSCI USA ESG Select ETF in the fourth quarter valued at about $39,000.

iShares MSCI USA ESG Select ETF Stock Up 0.0 %

SUSA opened at $93.64 on Tuesday. The company has a market cap of $3.85 billion, a P/E ratio of 19.19 and a beta of 1.02. The firm’s 50-day moving average price is $94.80 and its 200-day moving average price is $90.58. iShares MSCI USA ESG Select ETF has a 52-week low of $73.86 and a 52-week high of $97.71.

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.