Spinnaker Trust Grows Stock Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Spinnaker Trust boosted its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 817,436 shares of the company’s stock after acquiring an additional 6,731 shares during the quarter. iShares MSCI USA ESG Select ETF accounts for approximately 5.6% of Spinnaker Trust’s portfolio, making the stock its 3rd largest holding. Spinnaker Trust owned about 1.99% of iShares MSCI USA ESG Select ETF worth $82,160,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Peak Financial Management Inc. grew its stake in shares of iShares MSCI USA ESG Select ETF by 2.8% during the fourth quarter. Peak Financial Management Inc. now owns 4,624 shares of the company’s stock valued at $465,000 after buying an additional 127 shares during the last quarter. McAdam LLC grew its stake in shares of iShares MSCI USA ESG Select ETF by 5.1% during the third quarter. McAdam LLC now owns 2,838 shares of the company’s stock valued at $255,000 after buying an additional 137 shares during the last quarter. Ferguson Wellman Capital Management Inc. grew its stake in shares of iShares MSCI USA ESG Select ETF by 4.8% during the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 3,196 shares of the company’s stock valued at $321,000 after buying an additional 146 shares during the last quarter. Pinnacle Associates Ltd. grew its stake in shares of iShares MSCI USA ESG Select ETF by 5.1% during the fourth quarter. Pinnacle Associates Ltd. now owns 3,579 shares of the company’s stock valued at $360,000 after buying an additional 173 shares during the last quarter. Finally, MJP Associates Inc. ADV grew its stake in shares of iShares MSCI USA ESG Select ETF by 5.5% during the fourth quarter. MJP Associates Inc. ADV now owns 3,387 shares of the company’s stock valued at $340,000 after buying an additional 177 shares during the last quarter.

iShares MSCI USA ESG Select ETF Trading Up 0.9 %

Shares of NYSEARCA:SUSA traded up $0.96 on Friday, reaching $105.37. 56,717 shares of the company traded hands, compared to its average volume of 427,137. The business’s 50-day simple moving average is $106.38 and its 200 day simple moving average is $100.00. iShares MSCI USA ESG Select ETF has a 52 week low of $85.04 and a 52 week high of $109.50. The stock has a market capitalization of $3.37 billion, a P/E ratio of 27.17 and a beta of 1.03.

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.