JNBA Financial Advisors Has $3 Million Position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

JNBA Financial Advisors increased its position in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 7.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,859 shares of the company’s stock after purchasing an additional 4,762 shares during the quarter. JNBA Financial Advisors owned approximately 1.59% of iShares ESG Screened S&P Mid-Cap ETF worth $2,997,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in XJH. RTD Financial Advisors Inc. bought a new position in shares of iShares ESG Screened S&P Mid-Cap ETF in the third quarter valued at approximately $998,000. Opes Wealth Management LLC boosted its stake in iShares ESG Screened S&P Mid-Cap ETF by 2.9% in the third quarter. Opes Wealth Management LLC now owns 18,993 shares of the company’s stock worth $803,000 after purchasing an additional 530 shares in the last quarter. Optas LLC boosted its stake in iShares ESG Screened S&P Mid-Cap ETF by 2.8% in the third quarter. Optas LLC now owns 12,648 shares of the company’s stock worth $535,000 after purchasing an additional 347 shares in the last quarter. Sage Financial Group Inc. grew its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 2.6% during the third quarter. Sage Financial Group Inc. now owns 25,273 shares of the company’s stock worth $1,069,000 after purchasing an additional 641 shares during the last quarter. Finally, Chicago Partners Investment Group LLC increased its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 10.1% in the third quarter. Chicago Partners Investment Group LLC now owns 6,668 shares of the company’s stock valued at $281,000 after buying an additional 611 shares in the last quarter.

iShares ESG Screened S&P Mid-Cap ETF Price Performance

Shares of iShares ESG Screened S&P Mid-Cap ETF stock traded up $0.65 during trading on Wednesday, reaching $42.54. The company’s stock had a trading volume of 6,098 shares. The stock has a 50 day moving average of $41.82 and a 200-day moving average of $40.64. The firm has a market capitalization of $189.30 million, a PE ratio of 16.70 and a beta of 1.10.

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.