Shira Ridge Wealth Management Sells 3,589 Shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Shira Ridge Wealth Management decreased its position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 2.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 127,704 shares of the company’s stock after selling 3,589 shares during the quarter. iShares ESG Screened S&P Mid-Cap ETF accounts for about 3.0% of Shira Ridge Wealth Management’s holdings, making the stock its 7th biggest holding. Shira Ridge Wealth Management owned 2.87% of iShares ESG Screened S&P Mid-Cap ETF worth $5,246,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Mariner LLC increased its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 27.3% in the 3rd quarter. Mariner LLC now owns 51,255 shares of the company’s stock valued at $1,736,000 after acquiring an additional 10,982 shares during the period. GenWealth Group Inc. acquired a new position in shares of iShares ESG Screened S&P Mid-Cap ETF in the 4th quarter valued at $700,000. Whittier Trust Co. increased its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 13.9% in the 4th quarter. Whittier Trust Co. now owns 20,167 shares of the company’s stock valued at $761,000 after acquiring an additional 2,460 shares during the period. Raymond James & Associates increased its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 18.1% in the 4th quarter. Raymond James & Associates now owns 309,693 shares of the company’s stock valued at $11,683,000 after acquiring an additional 47,554 shares during the period. Finally, Raymond James Financial Services Advisors Inc. increased its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 55.8% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 58,738 shares of the company’s stock valued at $2,216,000 after acquiring an additional 21,044 shares during the period.

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

Shares of iShares ESG Screened S&P Mid-Cap ETF stock traded up $0.21 during trading on Tuesday, reaching $39.34. The company’s stock had a trading volume of 15,370 shares. The stock has a fifty day moving average price of $39.70 and a 200-day moving average price of $38.94. The company has a market capitalization of $175.06 million, a price-to-earnings 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.