Shira Ridge Wealth Management Sells 9,151 Shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Shira Ridge Wealth Management decreased its position in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 7.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 118,500 shares of the company’s stock after selling 9,151 shares during the quarter. iShares ESG Screened S&P Mid-Cap ETF comprises approximately 2.6% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 11th biggest holding. Shira Ridge Wealth Management’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $5,011,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of XJH. Voisard Asset Management Group Inc. bought a new position in iShares ESG Screened S&P Mid-Cap ETF during the 4th quarter worth approximately $92,000. Chicago Partners Investment Group LLC bought a new position in iShares ESG Screened S&P Mid-Cap ETF during the 4th quarter worth approximately $204,000. Napatree Capital LLC acquired a new stake in iShares ESG Screened S&P Mid-Cap ETF during the 4th quarter worth approximately $316,000. Pathway Financial Advisors LLC acquired a new stake in iShares ESG Screened S&P Mid-Cap ETF during the 1st quarter worth approximately $248,000. Finally, Tarbox Family Office Inc. raised its holdings in iShares ESG Screened S&P Mid-Cap ETF by 4.5% during the 1st quarter. Tarbox Family Office Inc. now owns 6,562 shares of the company’s stock worth $270,000 after buying an additional 283 shares during the period.

iShares ESG Screened S&P Mid-Cap ETF Stock Up 1.9 %

Shares of XJH stock opened at $42.59 on Friday. The firm has a market cap of $189.53 million, a P/E ratio of 16.70 and a beta of 1.10. The business’s 50 day moving average is $41.12 and its 200 day moving average is $40.34.

iShares ESG Screened S&P Mid-Cap ETF Company 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.