Affiance Financial LLC Grows Stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Affiance Financial LLC lifted its stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 7.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,292 shares of the company’s stock after buying an additional 1,497 shares during the period. Affiance Financial LLC owned approximately 0.48% of iShares ESG Screened S&P Mid-Cap ETF worth $843,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Wrapmanager Inc. acquired a new position in iShares ESG Screened S&P Mid-Cap ETF during the 4th quarter worth approximately $1,981,000. Francis Financial Inc. acquired a new position in shares of iShares ESG Screened S&P Mid-Cap ETF during the second quarter worth $1,875,000. Franklin Resources Inc. grew its holdings in iShares ESG Screened S&P Mid-Cap ETF by 69.5% during the 4th quarter. Franklin Resources Inc. now owns 80,334 shares of the company’s stock valued at $3,031,000 after purchasing an additional 32,935 shares in the last quarter. Raymond James & Associates increased its stake in iShares ESG Screened S&P Mid-Cap ETF by 8.3% during the 2nd quarter. Raymond James & Associates now owns 360,135 shares of the company’s stock worth $14,251,000 after buying an additional 27,454 shares during the period. Finally, Balanced Rock Investment Advisors LLC increased its stake in iShares ESG Screened S&P Mid-Cap ETF by 86.6% during the 1st quarter. Balanced Rock Investment Advisors LLC now owns 41,756 shares of the company’s stock worth $1,715,000 after buying an additional 19,381 shares during the period.

iShares ESG Screened S&P Mid-Cap ETF Trading Up 0.6 %

BATS:XJH opened at $41.81 on Tuesday. The stock has a market cap of $186.03 million, a PE ratio of 16.70 and a beta of 1.10. The firm has a fifty day moving average price of $40.46 and a 200-day moving average price of $39.93.

iShares ESG Screened S&P Mid-Cap ETF Profile

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