Brio Consultants LLC Increases Stock Holdings in iShares MSCI USA ESG Select ETF $SUSA

Brio Consultants LLC increased its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA) by 24.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,840 shares of the company’s stock after buying an additional 961 shares during the quarter. Brio Consultants LLC’s holdings in iShares MSCI USA ESG Select ETF were worth $613,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Envestnet Asset Management Inc. grew its stake in shares of iShares MSCI USA ESG Select ETF by 26.8% in the 1st quarter. Envestnet Asset Management Inc. now owns 323,252 shares of the company’s stock worth $37,132,000 after acquiring an additional 68,316 shares in the last quarter. Janney Montgomery Scott LLC boosted its holdings in iShares MSCI USA ESG Select ETF by 8.6% during the second quarter. Janney Montgomery Scott LLC now owns 52,934 shares of the company’s stock worth $6,709,000 after purchasing an additional 4,205 shares during the last quarter. Assetmark Inc. bought a new stake in iShares MSCI USA ESG Select ETF in the 1st quarter worth about $59,000. Hantz Financial Services Inc. bought a new stake in iShares MSCI USA ESG Select ETF in the 2nd quarter worth about $49,000. Finally, Geneos Wealth Management Inc. increased its stake in iShares MSCI USA ESG Select ETF by 10.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,816 shares of the company’s stock valued at $209,000 after buying an additional 170 shares during the last quarter.

iShares MSCI USA ESG Select ETF Trading Up 0.0%

Shares of SUSA opened at $137.09 on Friday. The stock has a 50 day moving average of $135.47 and a 200 day moving average of $128.50. The company has a market capitalization of $3.63 billion, a price-to-earnings ratio of -245.82 and a beta of 1.05. iShares MSCI USA ESG Select ETF has a 12 month low of $99.48 and a 12 month high of $140.27.

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.