Financial Council LLC Lowers Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Financial Council LLC lowered its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 2.4% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 33,389 shares of the company’s stock after selling 828 shares during the period. iShares ESG Screened S&P 500 ETF comprises about 0.8% of Financial Council LLC’s investment portfolio, making the stock its 24th biggest position. Financial Council LLC’s holdings in iShares ESG Screened S&P 500 ETF were worth $1,345,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Raymond James Financial Services Advisors Inc. grew its position in iShares ESG Screened S&P 500 ETF by 1.8% during the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock valued at $555,000 after buying an additional 274 shares during the period. Highland Financial Advisors LLC increased its stake in shares of iShares ESG Screened S&P 500 ETF by 4.7% in the 4th quarter. Highland Financial Advisors LLC now owns 11,883 shares of the company’s stock valued at $432,000 after purchasing an additional 532 shares in the last quarter. Principal Securities Inc. acquired a new position in iShares ESG Screened S&P 500 ETF in the 4th quarter worth about $28,000. Sunbelt Securities Inc. raised its holdings in iShares ESG Screened S&P 500 ETF by 7.3% in the 1st quarter. Sunbelt Securities Inc. now owns 12,170 shares of the company’s stock worth $490,000 after purchasing an additional 826 shares during the period. Finally, BSW Wealth Partners boosted its position in iShares ESG Screened S&P 500 ETF by 0.8% during the fourth quarter. BSW Wealth Partners now owns 112,434 shares of the company’s stock worth $4,091,000 after purchasing an additional 947 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of iShares ESG Screened S&P 500 ETF stock traded down $0.43 on Thursday, reaching $43.08. The company’s stock had a trading volume of 45,545 shares. The firm has a market capitalization of $273.53 million, a P/E ratio of 27.88 and a beta of 1.03. The business has a 50-day simple moving average of $41.29 and a 200-day simple moving average of $39.38.

iShares ESG Screened S&P 500 ETF 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.