ST Germain D J Co. Inc. trimmed its holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report) by 12.3% during the third quarter, HoldingsChannel.com reports. The fund owned 9,401 shares of the company’s stock after selling 1,322 shares during the period. ST Germain D J Co. Inc.’s holdings in iShares ESG Screened S&P 500 ETF were worth $416,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also modified their holdings of the company. Confluence Wealth Services Inc. acquired a new position in shares of iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $203,000. Colton Groome Financial Advisors LLC purchased a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $205,000. CRA Financial Services LLC purchased a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $222,000. Elwood & Goetz Wealth Advisory Group LLC purchased a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $243,000. Finally, Dakota Wealth Management grew 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 buying an additional 268 shares during the last quarter.
iShares ESG Screened S&P 500 ETF Price Performance
Shares of XVV opened at $45.04 on Friday. The firm has a fifty day simple moving average of $43.37 and a 200 day simple moving average of $41.76. The stock has a market cap of $285.99 million, a price-to-earnings ratio of 27.88 and a beta of 1.03.
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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Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report).
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