Wealth Enhancement Advisory Services LLC cut its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) by 12.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,865 shares of the company’s stock after selling 811 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.07% of iShares ESG Select Screened S&P 500 ETF worth $283,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in XVV. Redwood Park Advisors LLC lifted its holdings in iShares ESG Select Screened S&P 500 ETF by 27.1% during the 1st quarter. Redwood Park Advisors LLC now owns 1,376 shares of the company’s stock worth $59,000 after buying an additional 293 shares in the last quarter. Assetmark Inc. acquired a new stake in iShares ESG Select Screened S&P 500 ETF during the 1st quarter worth approximately $62,000. VSM Wealth Advisory LLC lifted its holdings in iShares ESG Select Screened S&P 500 ETF by 26.3% during the 1st quarter. VSM Wealth Advisory LLC now owns 1,696 shares of the company’s stock worth $73,000 after buying an additional 353 shares in the last quarter. Millstone Evans Group LLC acquired a new stake in iShares ESG Select Screened S&P 500 ETF during the 1st quarter worth approximately $103,000. Finally, Northwestern Mutual Wealth Management Co. acquired a new stake in iShares ESG Select Screened S&P 500 ETF during the 1st quarter worth approximately $126,000.
iShares ESG Select Screened S&P 500 ETF Trading Up 26.5%
Shares of XVV opened at $51.93 on Thursday. iShares ESG Select Screened S&P 500 ETF has a twelve month low of $36.77 and a twelve month high of $49.02. The firm’s fifty day simple moving average is $50.28 and its 200-day simple moving average is $46.70. The firm has a market capitalization of $454.42 million, a price-to-earnings ratio of 25.63 and a beta of 1.04.
About iShares ESG Select Screened S&P 500 ETF
The iShares ESG Screened S&P 500 ETF (XVV) is an exchange-traded fund that is based on the S&P 500 Sustainability Screened index. The fund tracks a market-cap weighted index of US large-caps caps screened for sustainability and excluding those with exposure to certain controversial business activities.
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