Shepherd Financial Partners LLC Has $3.37 Million Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Shepherd Financial Partners LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 5.3% during the third quarter, Holdings Channel.com reports. The firm owned 28,011 shares of the company’s stock after selling 1,579 shares during the period. Shepherd Financial Partners LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $3,372,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SUSA. Private Advisor Group LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 18.0% during the first quarter. Private Advisor Group LLC now owns 36,291 shares of the company’s stock worth $3,962,000 after purchasing an additional 5,534 shares during the period. Resonant Capital Advisors LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 1.2% during the first quarter. Resonant Capital Advisors LLC now owns 12,676 shares of the company’s stock worth $1,384,000 after purchasing an additional 147 shares during the period. Pittenger & Anderson Inc. raised its position in shares of iShares MSCI USA ESG Select ETF by 34.4% during the first quarter. Pittenger & Anderson Inc. now owns 1,857 shares of the company’s stock worth $203,000 after purchasing an additional 475 shares during the period. Baron Silver Stevens Financial Advisors LLC acquired a new position in shares of iShares MSCI USA ESG Select ETF during the first quarter worth approximately $212,000. Finally, Farrow Financial Inc. raised its position in shares of iShares MSCI USA ESG Select ETF by 2.8% during the first quarter. Farrow Financial Inc. now owns 99,337 shares of the company’s stock worth $10,845,000 after purchasing an additional 2,741 shares during the period.

iShares MSCI USA ESG Select ETF Price Performance

Shares of NYSEARCA:SUSA traded up $1.12 during trading on Friday, reaching $119.12. 8,902 shares of the stock were exchanged, compared to its average volume of 198,061. iShares MSCI USA ESG Select ETF has a 1-year low of $88.54 and a 1-year high of $122.37. The stock has a fifty day moving average of $118.83 and a two-hundred day moving average of $113.57. The firm has a market cap of $3.77 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.