Spinnaker Trust Trims Stake in iShares MSCI USA ESG Select ETF $SUSA

Spinnaker Trust decreased its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 0.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 589,020 shares of the company’s stock after selling 5,632 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for 4.4% of Spinnaker Trust’s portfolio, making the stock its 4th largest position. Spinnaker Trust owned about 2.23% of iShares MSCI USA ESG Select ETF worth $79,901,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of SUSA. GRIMES & Co WEALTH MANAGEMENT LLC lifted its holdings in shares of iShares MSCI USA ESG Select ETF by 0.3% in the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 31,088 shares of the company’s stock worth $4,217,000 after acquiring an additional 84 shares during the last quarter. Johnson Investment Counsel Inc. lifted its stake in iShares MSCI USA ESG Select ETF by 2.0% in the second quarter. Johnson Investment Counsel Inc. now owns 4,384 shares of the company’s stock worth $556,000 after purchasing an additional 85 shares during the last quarter. Flagship Harbor Advisors LLC boosted its position in iShares MSCI USA ESG Select ETF by 2.5% during the second quarter. Flagship Harbor Advisors LLC now owns 3,494 shares of the company’s stock valued at $443,000 after buying an additional 85 shares during the period. Mutual Advisors LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 1.4% during the second quarter. Mutual Advisors LLC now owns 8,514 shares of the company’s stock valued at $1,105,000 after buying an additional 119 shares during the last quarter. Finally, Bigelow Investment Advisors LLC increased its holdings in shares of iShares MSCI USA ESG Select ETF by 1.1% in the third quarter. Bigelow Investment Advisors LLC now owns 12,630 shares of the company’s stock worth $1,713,000 after buying an additional 137 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of SUSA stock opened at $140.96 on Friday. The business has a 50-day moving average of $140.60 and a 200 day moving average of $136.35. iShares MSCI USA ESG Select ETF has a 1-year low of $99.48 and a 1-year high of $143.18. The stock has a market capitalization of $3.75 billion, a PE ratio of -252.76 and a beta of 1.05.

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.