US Financial Advisors LLC Has $1.34 Million Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

US Financial Advisors LLC trimmed its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 17.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,257 shares of the company’s stock after selling 6,279 shares during the period. US Financial Advisors LLC owned approximately 0.48% of iShares ESG Screened S&P 500 ETF worth $1,338,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Confluence Wealth Services Inc. bought a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $203,000. Embree Financial Group acquired a new stake in iShares ESG Screened S&P 500 ETF in the third quarter worth about $221,000. Asset Dedication LLC bought a new stake in iShares ESG Screened S&P 500 ETF during the 2nd quarter worth about $482,000. Commonwealth Equity Services LLC lifted its position in iShares ESG Screened S&P 500 ETF by 48.1% during the 2nd quarter. Commonwealth Equity Services LLC now owns 23,108 shares of the company’s stock valued at $972,000 after purchasing an additional 7,507 shares during the period. Finally, CRA Financial Services LLC bought a new position in shares of iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at about $222,000.

iShares ESG Screened S&P 500 ETF Stock Performance

Shares of BATS:XVV opened at $45.56 on Thursday. The business’s 50 day simple moving average is $43.83 and its 200 day simple moving average is $42.23. The firm has a market cap of $289.31 million, a PE ratio of 27.88 and a beta of 1.03.

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.