NerdWallet Wealth Partners LLC Makes New Investment in iShares ESG Select Screened S&P 500 ETF $XVV

NerdWallet Wealth Partners LLC acquired a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 22,385 shares of the company’s stock, valued at approximately $1,102,000. iShares ESG Select Screened S&P 500 ETF accounts for approximately 0.5% of NerdWallet Wealth Partners LLC’s investment portfolio, making the stock its 24th largest position. NerdWallet Wealth Partners LLC owned approximately 0.26% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. University of Cambridge Investment Management Ltd acquired a new position in iShares ESG Select Screened S&P 500 ETF in the 4th quarter worth approximately $192,033,000. Keybank National Association OH purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the 1st quarter valued at $7,851,000. DRW Securities LLC acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the fourth quarter worth $4,403,000. Bank of New York Mellon Corp acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the first quarter worth $3,603,000. Finally, EP Wealth Advisors LLC acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the fourth quarter worth $3,776,000.

iShares ESG Select Screened S&P 500 ETF Price Performance

BATS XVV opened at $57.78 on Thursday. The company has a fifty day moving average of $56.77 and a 200 day moving average of $53.86. The company has a market capitalization of $505.57 million, a PE ratio of 25.63 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 1 year low of $47.59 and a 1 year high of $58.11.

iShares ESG Select Screened S&P 500 ETF Company 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.