Elwood & Goetz Wealth Advisory Group LLC Raises Stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Elwood & Goetz Wealth Advisory Group LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 5.3% in the fourth quarter, HoldingsChannel reports. The fund owned 6,073 shares of the company’s stock after acquiring an additional 303 shares during the period. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $275,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Dakota Wealth Management raised its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 5.7% during 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. Better Money Decisions LLC grew its position in iShares ESG Select Screened S&P 500 ETF by 0.8% during the fourth quarter. Better Money Decisions LLC now owns 93,750 shares of the company’s stock valued at $4,247,000 after buying an additional 790 shares during the period. Monument Capital Management boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 21.3% in the fourth quarter. Monument Capital Management now owns 5,535 shares of the company’s stock worth $251,000 after purchasing an additional 973 shares during the period. Highland Financial Advisors LLC boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 10.3% in the fourth quarter. Highland Financial Advisors LLC now owns 11,205 shares of the company’s stock worth $508,000 after purchasing an additional 1,046 shares during the period. Finally, Ellenbecker Investment Group boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 20.0% in the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock worth $325,000 after purchasing an additional 1,197 shares during the period.

iShares ESG Select Screened S&P 500 ETF Trading Up 3.1 %

XVV opened at $46.30 on Friday. The company has a market capitalization of $294.01 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The stock has a fifty day moving average price of $46.27 and a 200 day moving average price of $44.99.

About iShares ESG Select 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.