Highland Financial Advisors LLC Raises Position in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Highland Financial Advisors LLC boosted its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 10.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,205 shares of the company’s stock after buying an additional 1,046 shares during the period. Highland Financial Advisors LLC owned 0.18% of iShares ESG Screened S&P 500 ETF worth $508,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. McClarren Financial Advisors Inc. acquired a new stake in iShares ESG Screened S&P 500 ETF in the 4th quarter valued at about $73,000. Embree Financial Group purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the third quarter valued at approximately $221,000. Dakota Wealth Management increased its holdings in shares of iShares ESG Screened S&P 500 ETF by 5.7% in the fourth quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after purchasing an additional 338 shares during the last quarter. Ellenbecker Investment Group boosted its stake in iShares ESG Screened S&P 500 ETF by 20.0% during the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock worth $325,000 after buying an additional 1,197 shares during the last quarter. Finally, RHS Financial LLC grew its holdings in iShares ESG Screened S&P 500 ETF by 20.5% in the 4th quarter. RHS Financial LLC now owns 8,658 shares of the company’s stock valued at $392,000 after buying an additional 1,474 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of XVV opened at $47.15 on Friday. The stock has a market capitalization of $299.38 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The firm has a 50-day moving average price of $46.25 and a 200-day moving average price of $44.78.

About iShares ESG Screened S&P 500 ETF

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.