Retirement Capital Strategies Has $2.32 Million Stock Position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Retirement Capital Strategies cut its holdings in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 4.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,187 shares of the company’s stock after selling 2,370 shares during the quarter. iShares ESG Select Screened S&P 500 ETF makes up 0.9% of Retirement Capital Strategies’ holdings, making the stock its 28th biggest holding. Retirement Capital Strategies owned approximately 0.81% of iShares ESG Select Screened S&P 500 ETF worth $2,319,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Raymond James Financial Inc. acquired a new stake in iShares ESG Select Screened S&P 500 ETF in the fourth quarter valued at approximately $2,602,000. Veridan Wealth LLC bought a new position in shares of iShares ESG Select Screened S&P 500 ETF in the 4th quarter valued at $621,000. Elwood & Goetz Wealth Advisory Group LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 5.3% during the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 6,073 shares of the company’s stock valued at $275,000 after acquiring an additional 303 shares in the last quarter. Monument Capital Management grew its position in iShares ESG Select Screened S&P 500 ETF by 21.3% during the 4th quarter. Monument Capital Management now owns 5,535 shares of the company’s stock worth $251,000 after acquiring an additional 973 shares during the last quarter. Finally, JNBA Financial Advisors increased its holdings in iShares ESG Select Screened S&P 500 ETF by 16.3% in the 4th quarter. JNBA Financial Advisors now owns 94,618 shares of the company’s stock worth $4,286,000 after purchasing an additional 13,266 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Trading Down 4.4 %

Shares of XVV stock opened at $42.93 on Tuesday. The firm has a market capitalization of $300.52 million, a price-to-earnings ratio of 27.78 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 12 month low of $37.88 and a 12 month high of $47.29. The business’s 50-day moving average price is $45.97 and its 200-day moving average price is $45.23.

iShares ESG Select Screened S&P 500 ETF Profile

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.