Stratos Wealth Partners LTD. Decreases Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Stratos Wealth Partners LTD. reduced its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 29.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,630 shares of the company’s stock after selling 3,976 shares during the period. Stratos Wealth Partners LTD.’s holdings in iShares MSCI USA ESG Select ETF were worth $1,171,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sanctuary Advisors LLC acquired a new position in shares of iShares MSCI USA ESG Select ETF during the 2nd quarter worth $383,000. HCR Wealth Advisors raised its position in iShares MSCI USA ESG Select ETF by 4.0% during the third quarter. HCR Wealth Advisors now owns 2,628 shares of the company’s stock worth $316,000 after acquiring an additional 100 shares during the last quarter. Zhang Financial LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF in the third quarter valued at about $848,000. First Pacific Financial grew its position in shares of iShares MSCI USA ESG Select ETF by 168.0% in the third quarter. First Pacific Financial now owns 11,755 shares of the company’s stock valued at $1,415,000 after purchasing an additional 7,369 shares during the last quarter. Finally, Asset Dedication LLC increased its stake in shares of iShares MSCI USA ESG Select ETF by 2.1% during the 3rd quarter. Asset Dedication LLC now owns 22,217 shares of the company’s stock worth $2,674,000 after purchasing an additional 461 shares in the last quarter.

iShares MSCI USA ESG Select ETF Stock Performance

SUSA stock opened at $123.57 on Monday. The stock’s 50 day moving average price is $124.11 and its 200 day moving average price is $120.55. The firm has a market cap of $3.91 billion, a P/E ratio of 28.35 and a beta of 1.02. iShares MSCI USA ESG Select ETF has a 1 year low of $102.20 and a 1 year high of $127.15.

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.