Atlantic Private Wealth LLC Reduces Stake in iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR)

Atlantic Private Wealth LLC reduced its position in iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR) by 5.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,101 shares of the company’s stock after selling 1,008 shares during the period. iShares ESG Select Screened S&P Small-Cap ETF comprises 0.5% of Atlantic Private Wealth LLC’s investment portfolio, making the stock its 23rd biggest position. Atlantic Private Wealth LLC owned approximately 0.87% of iShares ESG Select Screened S&P Small-Cap ETF worth $662,000 at the end of the most recent reporting period.

iShares ESG Select Screened S&P Small-Cap ETF Price Performance

BATS XJR opened at $38.31 on Thursday. iShares ESG Select Screened S&P Small-Cap ETF has a 1-year low of $36.02 and a 1-year high of $45.93. The company has a market capitalization of $95.76 million, a P/E ratio of 16.31 and a beta of 1.10. The business has a 50 day moving average price of $40.74 and a 200 day moving average price of $41.69.

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

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