Envestnet Asset Management Inc. Increases Stock Holdings in iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH)

Envestnet Asset Management Inc. lifted its holdings in shares of iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH) by 4.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 33,217 shares of the company’s stock after purchasing an additional 1,320 shares during the quarter. Envestnet Asset Management Inc. owned about 0.75% of iShares ESG Select Screened S&P Mid-Cap ETF worth $1,390,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in XJH. World Investment Advisors LLC acquired a new stake in iShares ESG Select Screened S&P Mid-Cap ETF during the 3rd quarter worth approximately $5,881,000. JPMorgan Chase & Co. raised its stake in shares of iShares ESG Select Screened S&P Mid-Cap ETF by 170.1% in the third quarter. JPMorgan Chase & Co. now owns 2,855 shares of the company’s stock valued at $121,000 after acquiring an additional 1,798 shares in the last quarter. Shira Ridge Wealth Management boosted its holdings in iShares ESG Select Screened S&P Mid-Cap ETF by 5.2% in the fourth quarter. Shira Ridge Wealth Management now owns 124,605 shares of the company’s stock valued at $5,213,000 after purchasing an additional 6,105 shares during the period. MassMutual Private Wealth & Trust FSB purchased a new stake in iShares ESG Select Screened S&P Mid-Cap ETF during the 4th quarter worth about $959,000. Finally, Magnus Financial Group LLC raised its position in iShares ESG Select Screened S&P Mid-Cap ETF by 9.6% in the 4th quarter. Magnus Financial Group LLC now owns 11,838 shares of the company’s stock valued at $495,000 after purchasing an additional 1,035 shares in the last quarter.

iShares ESG Select Screened S&P Mid-Cap ETF Stock Performance

Shares of XJH opened at $38.24 on Wednesday. The stock has a 50-day simple moving average of $38.61 and a 200-day simple moving average of $41.65. The stock has a market capitalization of $252.38 million, a PE ratio of 17.61 and a beta of 1.11. iShares ESG Select Screened S&P Mid-Cap ETF has a 1 year low of $33.67 and a 1 year high of $46.00.

iShares ESG Select Screened S&P Mid-Cap ETF Company Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.