BSW Wealth Partners Sells 2,948 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

BSW Wealth Partners trimmed its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 3.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 94,956 shares of the company’s stock after selling 2,948 shares during the period. BSW Wealth Partners owned about 1.50% of iShares ESG Screened S&P 500 ETF worth $4,301,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Embree Financial Group bought a new stake in shares of iShares ESG Screened S&P 500 ETF in the 3rd quarter valued at about $221,000. Dakota Wealth Management increased its stake in 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 in the last quarter. Ellenbecker Investment Group raised its holdings in shares of 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 acquiring an additional 1,197 shares during the period. Confluence Wealth Services Inc. lifted its position in iShares ESG Screened S&P 500 ETF by 96.4% in the 3rd quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock valued at $418,000 after acquiring an additional 4,642 shares in the last quarter. Finally, Buffington Mohr McNeal increased its holdings in iShares ESG Screened S&P 500 ETF by 21.6% during the 4th quarter. Buffington Mohr McNeal now owns 11,262 shares of the company’s stock worth $510,000 after purchasing an additional 2,000 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Trading Up 4.2 %

Shares of iShares ESG Screened S&P 500 ETF stock opened at $46.82 on Wednesday. The company has a market capitalization of $297.28 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 $46.14 and a 200-day moving average price of $44.39.

iShares ESG Screened S&P 500 ETF Company 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.