MAI Capital Management grew its position in iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report) by 18.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,584 shares of the company’s stock after acquiring an additional 3,327 shares during the period. MAI Capital Management’s holdings in iShares ESG Screened S&P 500 ETF were worth $955,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of XVV. Dakota Wealth Management raised its position in iShares ESG Screened S&P 500 ETF by 4.8% in the 2nd quarter. Dakota Wealth Management now owns 5,899 shares of the company’s stock valued at $248,000 after purchasing an additional 268 shares during the last quarter. Navalign LLC increased its position in iShares ESG Screened S&P 500 ETF by 4.7% in the 2nd quarter. Navalign LLC now owns 9,770 shares of the company’s stock valued at $411,000 after acquiring an additional 442 shares in the last quarter. Tarbox Family Office Inc. raised its stake in shares of iShares ESG Screened S&P 500 ETF by 3.5% in the second quarter. Tarbox Family Office Inc. now owns 14,602 shares of the company’s stock worth $614,000 after acquiring an additional 496 shares during the last quarter. Cambridge Investment Research Advisors Inc. lifted its position in shares of iShares ESG Screened S&P 500 ETF by 4.0% during the second quarter. Cambridge Investment Research Advisors Inc. now owns 26,406 shares of the company’s stock worth $1,110,000 after purchasing an additional 1,013 shares in the last quarter. Finally, Better Money Decisions LLC grew its stake in shares of iShares ESG Screened S&P 500 ETF by 2.9% during the second quarter. Better Money Decisions LLC now owns 99,200 shares of the company’s stock valued at $4,172,000 after purchasing an additional 2,782 shares during the last quarter.
iShares ESG Screened S&P 500 ETF Stock Up 0.6 %
XVV stock opened at $45.81 on Friday. The company has a market cap of $290.89 million, a PE ratio of 27.88 and a beta of 1.03. The stock has a fifty day moving average of $44.62 and a 200 day moving average of $42.77.
iShares ESG 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.
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