Asset Dedication LLC Reduces Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

Asset Dedication LLC trimmed its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 16.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,260 shares of the company’s stock after selling 3,723 shares during the period. Asset Dedication LLC owned about 0.07% of iShares MSCI USA ESG Select ETF worth $2,477,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Advisory Services Network LLC raised its position in shares of iShares MSCI USA ESG Select ETF by 4.2% during the 3rd quarter. Advisory Services Network LLC now owns 49,378 shares of the company’s stock worth $6,698,000 after purchasing an additional 2,011 shares during the last quarter. Opulen Financial Group LLC lifted its position in iShares MSCI USA ESG Select ETF by 3.2% during the third quarter. Opulen Financial Group LLC now owns 4,186 shares of the company’s stock worth $568,000 after buying an additional 130 shares in the last quarter. NewEdge Advisors LLC boosted its position in shares of iShares MSCI USA ESG Select ETF by 11.5% during the 3rd quarter. NewEdge Advisors LLC now owns 59,142 shares of the company’s stock valued at $8,023,000 after acquiring an additional 6,084 shares during the last quarter. Hershey Financial Advisers LLC acquired a new position in iShares MSCI USA ESG Select ETF in the 3rd quarter valued at about $1,279,000. Finally, Qube Research & Technologies Ltd lifted its holdings in iShares MSCI USA ESG Select ETF by 89.5% in the third quarter. Qube Research & Technologies Ltd now owns 652 shares of the company’s stock valued at $88,000 after acquiring an additional 308 shares during the last quarter.

iShares MSCI USA ESG Select ETF Price Performance

NYSEARCA SUSA opened at $135.66 on Wednesday. The firm’s 50-day moving average is $139.93 and its two-hundred day moving average is $138.11. iShares MSCI USA ESG Select ETF has a 12 month low of $99.48 and a 12 month high of $143.18. The stock has a market capitalization of $3.61 billion, a P/E ratio of -243.25 and a beta of 1.05.

About iShares MSCI USA ESG Select ETF

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.